Question 1

How many shares of VBR does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 73,339 shares of VBR (VANGUARD SMALL-CAP VALUE ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's VBR position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's VBR position is worth $17.8M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling VBR?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their VBR position (-0.4% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy VBR?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in VBR in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	73,339	-0.4%	$17.8M	0.1%	$242.99	0
2026-Q1	Decreased	73,662	-1.8%	$16M	0.1%	$227.25	0
2025-Q4	Increased	75,015	+1.4%	$15.9M	0.1%	$213.93	29
2025-Q3	Decreased	73,949	-2.9%	$15.4M	0.1%	$206.99	0
2025-Q2	Decreased	76,119	-11.5%	$14.8M	0.1%	$193.04	0
2025-Q1	Increased	86,049	+4.4%	$16M	0.1%	$183.00	35
2024-Q4	Increased	82,417	+4.3%	$16.3M	0.1%	$193.61	35
2024-Q3	Increased	78,983	+18.9%	$15.9M	0.1%	$195.32	40
2024-Q2	Decreased	66,419	-1.1%	$12.1M	0.1%	$177.05	0
2024-Q1	Increased	67,127	+21.4%	$12.9M	0.1%	$185.09	40
2023-Q4	Increased	55,292	+2.7%	$10M	0.1%	$172.73	34
2023-Q3	Increased	53,829	+11.0%	$8.6M	0.1%	$152.08	37
2023-Q2	Decreased	48,481	-26.6%	$8M	0.1%	$156.25	0
2023-Q1	Decreased	66,089	-2.5%	$10.5M	0.2%	$147.30	0
2022-Q4	Decreased	67,816	-14.3%	$10.8M	0.2%	$148.91	0
2022-Q3	Increased	79,083	+2.3%	$11.3M	0.2%	$134.44	34
2022-Q2	Decreased	77,302	-3.4%	$11.6M	0.2%	$139.84	0
2022-Q1	Increased	79,980	+4.9%	$14.1M	0.2%	$164.35	35
2021-Q4	Increased	76,213	+4.0%	$13.6M	0.2%	$164.17	35
2021-Q3	Decreased	73,317	-1.4%	$12.4M	0.2%	$157.29	0
2021-Q2	Decreased	74,368	-55.0%	$12.9M	0.2%	$157.15	0
2021-Q1	Increased	165,388	+141.4%	$13.7B	0.2%	$150.15	62
2020-Q4	Increased	68,521	+29.2%	$9.7M	0.2%	$128.09	42
2020-Q3	Increased	53,044	+2.4%	$5.9M	0.1%	$98.65	33
2020-Q2	Decreased	51,790	-4.9%	$5.5M	0.2%	$94.12	0
2020-Q1	Increased	54,471	+4.0%	$4.8M	0.2%	$79.83	33
2019-Q4	Increased	52,401	+4.9%	$7.2M	0.2%	$120.85	34
2019-Q3	Increased	49,951	+1.5%	$6.4M	0.2%	$112.65	33
2019-Q2	Increased	49,223	+3.4%	$6.4M	0.2%	$114.11	34
2019-Q1	New	47,623	-	$6.1M	0.3%	$111.87	45

VBR30 quarters

VBR
30 quarters