A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 2,036 shares of VBR stock, worth $418,316. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,036
Previous 3,022 32.63%
Holding current value
$418,316
Previous $631 Million 31.64%
% of portfolio
0.12%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026

SELL
$201.42 - $211.15 $198,600 - $208,193
-986 Reduced 32.63%
2,036 $431 Million
Q3 2025

Oct 22, 2025

SELL
$195.41 - $212.37 $3.66 Million - $3.97 Million
-18,709 Reduced 86.09%
3,022 $631 Million
Q2 2025

Aug 05, 2025

BUY
$162.76 - $195.77 $3.54 Million - $4.25 Million
21,731 New
21,731 $4.24 Billion

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.