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Wealthcare Advisory Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Wealthcare Advisory Partners’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.09M Sell
12,734
-5,318
-29% -$1.24M 0.06% 263
2026
Q1 		$3.92M Sell
18,052
-1,043
-5% -$233K 0.08% 215
2025
Q4 		$4.04M Sell
19,095
-451
-2% -$94.4K 0.08% 210
2025
Q3 		$4.08M Buy
19,546
+108
+0.6% +$22.1K 0.09% 196
2025
Q2 		$3.79M Sell
19,438
-10,472
-35% -$1.94M 0.09% 191
2025
Q1 		$5.57M Sell
29,910
-3,798
-11% -$750K 0.15% 122
2024
Q4 		$6.68M Buy
33,708
+1,486
+5% +$305K 0.19% 102
2024
Q3 		$6.47M Buy
32,222
+15,189
+89% +$2.92M 0.18% 103
2024
Q2 		$3.11M Sell
17,033
-1,040
-6% -$192K 0.1% 167
2024
Q1 		$3.47M Buy
18,073
+8,317
+85% +$1.5M 0.11% 155
2023
Q4 		$1.76M Buy
9,756
+2,327
+31% +$380K 0.07% 220
2023
Q3 		$1.18M Buy
7,429
+349
+5% +$58.4K 0.05% 249
2023
Q2 		$1.17M Sell
7,080
-1,231
-15% -$194K 0.05% 258
2023
Q1 		$1.32M Buy
8,311
+1,079
+15% +$179K 0.06% 242
2022
Q4 		$1.15M Sell
7,232
-1,196
-14% -$190K 0.05% 254
2022
Q3 		$1.21M Buy
8,428
+4,008
+91% +$637K 0.07% 210
2022
Q2 		$662K Buy
4,420
+250
+6% +$41K 0.04% 270
2022
Q1 		$734K Sell
4,170
-1,119
-21% -$195K 0.04% 246
2021
Q4 		$946K Buy
5,289
+646
+14% +$115K 0.06% 208
2021
Q3 		$786K Buy
4,643
+379
+9% +$64.9K 0.05% 226
2021
Q2 		$740K Buy
4,264
+142
+3% +$24.6K 0.05% 240
2021
Q1 		$683K Buy
4,122
+468
+13% +$73.7K 0.05% 237
2020
Q4 		$520K Buy
+3,654
New +$471K 0.05% 234
2020
Q2 		– Sell
-1,346
Closed -$120K – 1297
2020
Q1 		$120K Buy
1,346
+368
+38% +$44.6K 0.02% 343
2019
Q4 		$134K Buy
978
+288
+42% +$38.2K 0.02% 347
2019
Q3 		$89K Buy
690
+1
+0.1% +$128 0.01% 417
2019
Q2 		$90K Buy
689
+239
+53% +$31.1K 0.01% 399
2019
Q1 		$58K Sell
450
-50
-10% -$6.36K 0.01% 431
2018
Q4 		$57K Sell
500
-275
-35% -$34.8K 0.01% 406
2018
Q3 		$108K Hold
775
– – 0.02% 326
2018
Q2 		$105K Buy
775
+686
+771% +$92K 0.02% 321
2018
Q1 		$11K Sell
89
-323
-78% -$42.8K ﹤0.01% 714
2017
Q4 		$55K Buy
412
+324
+368% +$42.2K 0.01% 356
2017
Q3 		$11K Buy
+88
New +$10.8K ﹤0.01% 531

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Wealthcare Advisory Partners's VBR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Small-Cap Value ETF (VBR) stake by 29% in Q2 2026, selling an estimated $1.24M and leaving 12,734 shares worth $3.09M. The position accounts for 0.06% of the portfolio, ranked #263.

Wealthcare Advisory Partners first reported a position in VBR in Q3 2017 and has held it in 34 quarters since. The position peaked at $6.68M in Q4 2024. 560 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Wealthcare Advisory Partners held 12,734 shares of Vanguard Small-Cap Value ETF worth $3.09M as of Q2 2026.
  • Wealthcare Advisory Partners sold 5,318 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $1.24M.
  • Vanguard Small-Cap Value ETF made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #263 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Small-Cap Value ETF in Q3 2017 and has held it in 34 quarters since.
  • Wealthcare Advisory Partners's Vanguard Small-Cap Value ETF position peaked at $6.68M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.