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Weitzel Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Weitzel Financial Services’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
2022
Q3 		– Sell
-4,829
Closed -$723K – 37
2022
Q2 		$723K Buy
+4,829
New +$792K 0.49% 21

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

Weitzel Financial Services's VBR Position: Q2 2026 in Review

Weitzel Financial Services reduced its Vanguard Small-Cap Value ETF (VBR) stake by 7.1% in Q2 2026, selling an estimated $109K and leaving 6,144 shares worth $1.49M. The position accounts for 0.51% of the portfolio, ranked #22.

Weitzel Financial Services first reported a position in VBR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q4 2023. 526 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Weitzel Financial Services held 6,144 shares of Vanguard Small-Cap Value ETF worth $1.49M as of Q2 2026.
  • Weitzel Financial Services sold 468 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Small-Cap Value ETF made up 0.51% of Weitzel Financial Services's portfolio in Q2 2026, its #22 holding.
  • Weitzel Financial Services first reported a position in Vanguard Small-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Weitzel Financial Services's Vanguard Small-Cap Value ETF position peaked at $1.55M in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.