Genesis Wealth Advisors, LLC / VBR
Genesis Wealth Advisors, LLC’s Vanguard Index Fds Position
Does Genesis Wealth Advisors, LLC own Vanguard Index Fds (VBR)? Not currently — the last reported position was 11.6K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2024
Shares
11.6K
% of Portfolio
+2.00%
Quarters Held
1
position exited
Position History VBR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 11.6K | $2M | +2.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Genesis Wealth Advisors, LLC’s full portfolio or all institutional holders of VBR.