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Position history for Allworth Financial LPAllworth Financial LP's holdings in VANGUARD SMALL-CAP VALUE ETF

Allworth Financial LP holds 658,265 shares of VBR (VANGUARD SMALL-CAP VALUE ETF), worth $160M as of 2026-Q2. The position was decreased (-19.5% shares). VBR represents 0.7% of Allworth Financial LP's portfolio.

Current Value

$160M

Current Shares

658,265

Total Value Change

+$17.4M

Total Shares Change

-51,801

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
658,265
-19.5%
$160M0.7%$242.99
0
2026-Q1
Decreased
817,672
-0.6%
$177.6M0.7%$227.25
0
2025-Q4
Increased
822,944
+1.7%
$174.3M0.7%$213.93
44
2025-Q3
Increased
809,011
+1.8%
$168.8M0.7%$206.99
44
2025-Q2
Increased
794,775
+6.6%
$155M0.7%$193.04
46
2025-Q1
Increased
745,659
+0.4%
$134M0.8%$183.00
43
2024-Q4
Increased
743,017
+4.6%
$153.3M0.8%$193.61
45
2024-Q3
Increased
710,066
+1.9%
$142.6M0.9%$195.32
43

Other major holders of VBR: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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