Westmount Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Westmount Partners’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	$249K	Buy	1,025 +1	+0.1%	+$233	0.05%	231
2026 Q1	$223K	Hold	1,024	–	–	0.05%	245
2025 Q4	$217K	Hold	1,024	–	–	0.05%	233
2025 Q3	$215K	Buy	+1,024	New	+$209K	0.06%	232
2025 Q2	–	Sell	-1,426	Closed	-$266K	–	255
2025 Q1	$266K	Buy	1,426 +350	+33%	+$69.1K	0.08%	200
2024 Q4	$213K	Sell	1,076 -137	-11%	-$28.1K	0.06%	201
2024 Q3	$244K	Buy	+1,213	New	+$233K	0.07%	194
2024 Q2	–	Sell	-1,550	Closed	-$297K	–	227
2024 Q1	$297K	Buy	1,550 +229	+17%	+$41.3K	0.11%	163
2023 Q4	$238K	Buy	1,321 +3	+0.2%	+$490	0.1%	168
2023 Q3	$210K	Buy	1,318 +3	+0.2%	+$502	0.09%	176
2023 Q2	$218K	Buy	1,315 +3	+0.2%	+$472	0.09%	166
2023 Q1	$208K	Buy	1,312 +3	+0.2%	+$497	0.1%	166
2022 Q4	$208K	Buy	+1,309	New	+$208K	0.11%	162

Other funds holding VBR

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return