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West Branch Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

West Branch 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 		$706K Sell
2,907
-713
-20% -$166K 0.16% 47
2026
Q1 		$786K Sell
3,620
-808
-18% -$181K 0.21% 50
2025
Q4 		$938K Sell
4,428
-1,232
-22% -$258K 0.24% 48
2025
Q3 		$1.18M Sell
5,660
-161
-3% -$32.9K 0.31% 45
2025
Q2 		$1.14M Sell
5,821
-2,223
-28% -$411K 0.34% 46
2025
Q1 		$1.5M Sell
8,044
-692
-8% -$137K 0.5% 39
2024
Q4 		$1.73M Sell
8,736
-84
-1% -$17.2K 0.55% 36
2024
Q3 		$1.77M Sell
8,820
-413
-4% -$79.4K 0.61% 31
2024
Q2 		$1.69M Sell
9,233
-331
-3% -$61.1K 0.63% 30
2024
Q1 		$1.84M Sell
9,564
-362
-4% -$65.3K 0.74% 28
2023
Q4 		$1.79M Sell
9,926
-122
-1% -$19.9K 0.84% 27
2023
Q3 		$1.6M Sell
10,048
-223
-2% -$37.3K 0.84% 28
2023
Q2 		$1.7M Sell
10,271
-68
-0.7% -$10.7K 0.85% 27
2023
Q1 		$1.64M Sell
10,339
-19
-0.2% -$3.15K 0.91% 26
2022
Q4 		$1.64M Buy
10,358
+2
+0% +$318 1.02% 25
2022
Q3 		$1.49M Buy
10,356
+1
+0% +$159 0.92% 26
2022
Q2 		$1.55M Sell
10,355
-50
-0.5% -$8.2K 0.9% 28
2022
Q1 		$1.83M Sell
10,405
-448
-4% -$77.9K 0.87% 26
2021
Q4 		$1.94M Sell
10,853
-214
-2% -$38.1K 0.83% 33
2021
Q3 		$1.87M Sell
11,067
-94
-0.8% -$16.1K 0.9% 29
2021
Q2 		$1.94M Sell
11,161
-63
-0.6% -$10.9K 0.95% 28
2021
Q1 		$1.86M Sell
11,224
-507
-4% -$79.9K 1.09% 25
2020
Q4 		$1.67M Sell
11,731
-839
-7% -$108K 0.99% 32
2020
Q3 		$1.39M Sell
12,570
-1,133
-8% -$127K 0.89% 34
2020
Q2 		$1.47M Sell
13,703
-1,174
-8% -$118K 1.03% 33
2020
Q1 		$1.32M Sell
14,877
-893
-6% -$108K 1.26% 22
2019
Q4 		$2.16M Buy
15,770
+127
+0.8% +$16.8K 1.51% 20
2019
Q3 		$2.02M Sell
15,643
-1,245
-7% -$159K 1.49% 18
2019
Q2 		$2.21M Sell
16,888
-504
-3% -$65.5K 1.82% 16
2019
Q1 		$2.24M Sell
17,392
-820
-5% -$104K 2% 15
2018
Q4 		$2.08M Sell
18,212
-8,501
-32% -$1.08M 2.19% 14
2018
Q3 		$3.72M Sell
26,713
-270
-1% -$37.9K 2.76% 9
2018
Q2 		$3.66M Sell
26,983
-115
-0.4% -$15.4K 2.89% 9
2018
Q1 		$3.51M Buy
+27,098
New +$3.59M 3.85% 5

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

West Branch Capital's VBR Position: Q2 2026 in Review

West Branch Capital reduced its Vanguard Small-Cap Value ETF (VBR) stake by 20% in Q2 2026, selling an estimated $166K and leaving 2,907 shares worth $706K. The position accounts for 0.16% of the portfolio, ranked #47.

West Branch Capital first reported a position in VBR in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.72M in Q3 2018. 533 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • West Branch Capital held 2,907 shares of Vanguard Small-Cap Value ETF worth $706K as of Q2 2026.
  • West Branch Capital sold 713 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $166K.
  • Vanguard Small-Cap Value ETF made up 0.16% of West Branch Capital's portfolio in Q2 2026, its #47 holding.
  • West Branch Capital first reported a position in Vanguard Small-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
  • West Branch Capital's Vanguard Small-Cap Value ETF position peaked at $3.72M in Q3 2018.
  • 533 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.