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

Winthrop Partners - WNY’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 		$257K Hold
1,058
– – 0.13% 81
2026
Q1 		$230K Hold
1,058
– – 0.12% 82
2025
Q4 		$224K Buy
+1,058
New +$222K 0.12% 83

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

Winthrop Partners - WNY's VBR Position: Q2 2026 in Review

Winthrop Partners - WNY held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,058 shares worth $257K. The position accounts for 0.13% of the portfolio, ranked #81.

Winthrop Partners - WNY first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Winthrop Partners - WNY held 1,058 shares of Vanguard Small-Cap Value ETF worth $257K as of Q2 2026.
  • Winthrop Partners - WNY left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.13% of Winthrop Partners - WNY's portfolio in Q2 2026, its #81 holding.
  • Winthrop Partners - WNY first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.