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West Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

West Financial Advisors’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 		$560K Hold
2,303
– – 0.09% 46
2026
Q1 		$500K Hold
2,303
– – 0.08% 44
2025
Q4 		$488K Hold
2,303
– – 0.08% 44
2025
Q3 		$481K Sell
2,303
-22
-0.9% -$4.5K 0.08% 47
2025
Q2 		$453K Buy
2,325
+467
+25% +$86.4K 0.08% 47
2025
Q1 		$346K Sell
1,858
-122
-6% -$24.1K 0.07% 46
2024
Q4 		$392K Sell
1,980
-99
-5% -$20.3K 0.08% 46
2024
Q3 		$417K Hold
2,079
– – 0.08% 43
2024
Q2 		$379K Buy
2,079
+115
+6% +$21.2K 0.08% 46
2024
Q1 		$377K Hold
1,964
– – 0.08% 46
2023
Q4 		$353K Sell
1,964
-19
-1% -$3.1K 0.08% 46
2023
Q3 		$316K Sell
1,983
-70
-3% -$11.7K 0.08% 47
2023
Q2 		$340K Sell
2,053
-16
-0.8% -$2.52K 0.08% 44
2023
Q1 		$328K Sell
2,069
-17
-0.8% -$2.81K 0.09% 44
2022
Q4 		$331K Hold
2,086
– – 0.09% 41
2022
Q3 		$299K Sell
2,086
-20
-0.9% -$3.18K 0.09% 45
2022
Q2 		$316K Hold
2,106
– – 0.09% 43
2022
Q1 		$371K Sell
2,106
-15
-0.7% -$2.61K 0.1% 43
2021
Q4 		$379K Buy
2,121
+40
+2% +$7.11K 0.1% 42
2021
Q3 		$352K Hold
2,081
– – 0.1% 42
2021
Q2 		$361K Sell
2,081
-69
-3% -$12K 0.11% 38
2021
Q1 		$356K Buy
2,150
+10
+0.5% +$1.57K 0.12% 37
2020
Q4 		$304K Buy
+2,140
New +$276K 0.11% 41

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 Financial Advisors's VBR Position: Q2 2026 in Review

West Financial Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,303 shares worth $560K. The position accounts for 0.09% of the portfolio, ranked #46.

West Financial Advisors first reported a position in VBR in Q4 2020 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • West Financial Advisors held 2,303 shares of Vanguard Small-Cap Value ETF worth $560K as of Q2 2026.
  • West Financial Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.09% of West Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • West Financial Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.