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Curated Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Curated Wealth 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 		– Sell
-1,628
Closed -$354K – 891
2026
Q1 		$354K Sell
1,628
-300
-16% -$67.1K 0.04% 136
2025
Q4 		$408K Buy
1,928
+1
+0.1% +$209 0.04% 131
2025
Q3 		$402K Buy
1,927
+1
+0.1% +$204 0.05% 108
2025
Q2 		$376K Hold
1,926
– – 0.04% 112
2025
Q1 		$359K Sell
1,926
-60
-3% -$11.9K 0.05% 113
2024
Q4 		$394K Buy
+1,986
New +$408K 0.04% 101
2023
Q1 		– Sell
-2,369
Closed -$376K – 141
2022
Q4 		$376K Hold
2,369
– – 0.09% 81
2022
Q3 		$340K Hold
2,369
– – 0.1% 82
2022
Q2 		$355K Buy
+2,369
New +$388K 0.1% 88

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
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
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Curated Wealth Partners's VBR Position: Q2 2026 in Review

Curated Wealth Partners sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2026, closing a stake of 1,628 shares — an estimated $354K sold.

Curated Wealth Partners first reported a position in VBR in Q2 2022 and held it in 9 quarters. The position peaked at $408K in Q4 2025. 709 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Curated Wealth Partners reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 1,628 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $354K.
  • Curated Wealth Partners first reported a position in Vanguard Small-Cap Value ETF in Q2 2022 and held it in 9 quarters.
  • Curated Wealth Partners's Vanguard Small-Cap Value ETF position peaked at $408K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.