WealthShield Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.39M | Buy |
15,614
+47
| +0.3% | +$10.5K | 0.38% | 70 |
|
|
2025
Q4 | $3.3M | Sell |
15,567
-1,729
| -10% | -$362K | 0.36% | 73 |
|
|
2025
Q3 | $3.61M | Buy |
17,296
+730
| +4% | +$149K | 0.41% | 66 |
|
|
2025
Q2 | $3.23M | Buy |
16,566
+39
| +0.2% | +$7.22K | 0.39% | 68 |
|
|
2025
Q1 | $3.08M | Buy |
16,527
+570
| +4% | +$113K | 0.4% | 71 |
|
|
2024
Q4 | $3.16M | Sell |
15,957
-1,624
| -9% | -$333K | 0.45% | 58 |
|
|
2024
Q3 | $3.53M | Buy |
17,581
+2,246
| +15% | +$432K | 0.48% | 60 |
|
|
2024
Q2 | $2.81M | Buy |
15,335
+808
| +6% | +$149K | 0.43% | 68 |
|
|
2024
Q1 | $2.79M | Sell |
14,527
-2,638
| -15% | -$476K | 0.45% | 61 |
|
|
2023
Q4 | $3.09M | Sell |
17,165
-10,444
| -38% | -$1.7M | 0.51% | 49 |
|
|
2023
Q3 | $4.4M | Buy |
27,609
+2,309
| +9% | +$386K | 0.66% | 37 |
|
|
2023
Q2 | $4.18M | Buy |
25,300
+1,478
| +6% | +$233K | 0.63% | 40 |
|
|
2023
Q1 | $3.78M | Buy |
23,822
+1,285
| +6% | +$213K | 0.61% | 37 |
|
|
2022
Q4 | $3.58M | Sell |
22,537
-200
| -0.9% | -$31.8K | 0.69% | 31 |
|
|
2022
Q3 | $3.26M | Buy |
22,737
+1,591
| +8% | +$253K | 0.65% | 33 |
|
|
2022
Q2 | $3.17M | Buy |
21,146
+365
| +2% | +$59.9K | 0.63% | 35 |
|
|
2022
Q1 | $3.66M | Sell |
20,781
-8,201
| -28% | -$1.43M | 0.59% | 40 |
|
|
2021
Q4 | $5.18M | Buy |
28,982
+4,581
| +19% | +$815K | 0.86% | 31 |
|
|
2021
Q3 | $4.13M | Sell |
24,401
-413
| -2% | -$70.7K | 1.11% | 26 |
|
|
2021
Q2 | $4.31M | Sell |
24,814
-2,254
| -8% | -$391K | 0.68% | 42 |
|
|
2021
Q1 | $4.48M | Sell |
27,068
-2,089
| -7% | -$329K | 0.81% | 38 |
|
|
2020
Q4 | $4.15M | Buy |
29,157
+22,281
| +324% | +$2.87M | 0.77% | 43 |
|
|
2020
Q3 | $760K | Sell |
6,876
-26
| -0.4% | -$2.91K | 0.27% | 83 |
|
|
2020
Q2 | $737K | Sell |
6,902
-6,416
| -48% | -$644K | 0.34% | 65 |
|
|
2020
Q1 | $1.18M | Sell |
13,318
-966
| -7% | -$117K | 0.72% | 29 |
|
|
2019
Q4 | $1.96M | Buy |
14,284
+40
| +0.3% | +$5.3K | 0.95% | 24 |
|
|
2019
Q3 | $1.83M | Hold |
14,244
| – | – | 0.97% | 22 |
|
|
2019
Q2 | $1.86M | Hold |
14,244
| – | – | 1.08% | 22 |
|
|
2019
Q1 | $1.83M | Sell |
14,244
-1,724
| -11% | -$219K | 1.02% | 21 |
|
|
2018
Q4 | $1.82M | Buy |
15,968
+171
| +1% | +$21.6K | 1.24% | 19 |
|
|
2018
Q3 | $2.21M | Sell |
15,797
-10
| -0.1% | -$1.4K | 1.26% | 19 |
|
|
2018
Q2 | $2.15M | Sell |
15,807
-38
| -0.2% | -$5.1K | 1.31% | 17 |
|
|
2018
Q1 | $2.05M | Sell |
15,845
-1,538
| -9% | -$204K | 1.3% | 19 |
|
|
2017
Q4 | $2.33M | Buy |
+17,383
| New | +$2.26M | 1.42% | 21 |
|
Other funds holding VBR
AL
WealthShield Partners's VBR Position: Q1 2026 in Review
WealthShield Partners increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.3% in Q1 2026, buying an estimated $10.5K and bringing the position to 15,614 shares worth $3.39M. The position accounts for 0.38% of the portfolio, ranked #70.
WealthShield Partners first reported a position in VBR in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.18M in Q4 2021. 1,702 funds tracked by Wall St. Rank hold VBR as of Q1 2026.
- WealthShield Partners held 15,614 shares of Vanguard Small-Cap Value ETF worth $3.39M as of Q1 2026.
- WealthShield Partners bought 47 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $10.5K.
- Vanguard Small-Cap Value ETF made up 0.38% of WealthShield Partners's portfolio in Q1 2026, its #70 holding.
- WealthShield Partners first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Vanguard Small-Cap Value ETF position peaked at $5.18M in Q4 2021.
- 1,702 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.