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Kroeger Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kroeger Financial Partners’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 		$294K Buy
+1,210
New +$281K 0.28% 34

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Kroeger Financial Partners's VBR Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 1,210 shares worth $294K. The stake represents 0.28% of the portfolio and ranks #34 among its holdings.

780 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Kroeger Financial Partners held 1,210 shares of Vanguard Small-Cap Value ETF worth $294K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Kroeger Financial Partners position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.28% of Kroeger Financial Partners's portfolio in Q2 2026, its #34 holding.
  • 780 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.