Winebrenner Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Winebrenner Capital Management’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	$985K	Buy	4,054 +3	+0.1%	+$698	0.6%	47
2026 Q1	$880K	Buy	4,051 +614	+18%	+$137K	0.57%	53
2025 Q4	$728K	Sell	3,437 -9	-0.3%	-$1.88K	0.49%	62
2025 Q3	$719K	Sell	3,446 -431	-11%	-$88.1K	0.52%	60
2025 Q2	$756K	Buy	3,877 +591	+18%	+$109K	0.61%	51
2025 Q1	$612K	Sell	3,286 -37	-1%	-$7.31K	0.55%	64
2024 Q4	$659K	Buy	+3,323	New	+$682K	0.51%	65

Other funds holding VBR

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

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

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

MAM

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

WFPG

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

AWA

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

EWM

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

Winebrenner Capital Management's VBR Position: Q2 2026 in Review

Winebrenner Capital Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.07% in Q2 2026, buying an estimated $698 and bringing the position to 4,054 shares worth $985K. The position accounts for 0.6% of the portfolio, ranked #47.

Winebrenner Capital Management first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Winebrenner Capital Management held 4,054 shares of Vanguard Small-Cap Value ETF worth $985K as of Q2 2026.
Winebrenner Capital Management bought 3 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $698.
Vanguard Small-Cap Value ETF made up 0.6% of Winebrenner Capital Management's portfolio in Q2 2026, its #47 holding.
Winebrenner Capital Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.