WPC
VBR icon

Wedmont Private Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Wedmont Private Capital’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 		$4.89M Sell
20,206
-916
-4% -$213K 0.13% 93
2026
Q1 		$4.76M Buy
21,122
+3,077
+17% +$688K 0.15% 79
2025
Q4 		$3.93M Buy
18,045
+42
+0.2% +$8.79K 0.14% 90
2025
Q3 		$3.76M Sell
18,003
-165
-0.9% -$33.7K 0.14% 89
2025
Q2 		$3.66M Sell
18,168
-111
-0.6% -$20.5K 0.16% 79
2025
Q1 		$3.13M Buy
18,279
+205
+1% +$40.5K 0.16% 79
2024
Q4 		$3.53M Buy
18,074
+325
+2% +$66.7K 0.19% 65
2024
Q3 		$3.52M Buy
17,749
+1,845
+12% +$355K 0.2% 65
2024
Q2 		$3.01M Buy
15,904
+102
+0.6% +$18.8K 0.19% 71
2024
Q1 		$2.99M Sell
15,802
-99
-0.6% -$17.9K 0.22% 64
2023
Q4 		$2.83M Sell
15,901
-199
-1% -$32.5K 0.23% 63
2023
Q3 		$2.53M Buy
16,100
+2,223
+16% +$372K 0.26% 63
2023
Q2 		$2.34M Buy
13,877
+889
+7% +$140K 0.25% 64
2023
Q1 		$2.03M Sell
12,988
-471
-3% -$78K 0.27% 61
2022
Q4 		$2.19M Buy
13,459
+2,307
+21% +$367K 0.33% 50
2022
Q3 		$1.6M Buy
11,152
+897
+9% +$142K 0.32% 50
2022
Q2 		$1.54M Buy
10,255
+39
+0.4% +$6.4K 0.33% 47
2022
Q1 		$1.8M Buy
10,216
+998
+11% +$174K 0.4% 42
2021
Q4 		$1.67M Buy
+9,218
New +$1.64M 0.51% 37

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

Wedmont Private Capital's VBR Position: Q2 2026 in Review

Wedmont Private Capital reduced its Vanguard Small-Cap Value ETF (VBR) stake by 4.3% in Q2 2026, selling an estimated $213K and leaving 20,206 shares worth $4.89M. The position accounts for 0.13% of the portfolio, ranked #93.

Wedmont Private Capital first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Wedmont Private Capital held 20,206 shares of Vanguard Small-Cap Value ETF worth $4.89M as of Q2 2026.
  • Wedmont Private Capital sold 916 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $213K.
  • Vanguard Small-Cap Value ETF made up 0.13% of Wedmont Private Capital's portfolio in Q2 2026, its #93 holding.
  • Wedmont Private Capital first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.