Greenup Street Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Greenup Street Wealth Management’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	$3.79M	Buy	15,607 +150	+1%	+$34.9K	0.46%	40
2026 Q1	$3.36M	Buy	15,457 +1,177	+8%	+$263K	0.47%	39
2025 Q4	$3.02M	Sell	14,280 -1,165	-8%	-$244K	0.44%	44
2025 Q3	$3.22M	Sell	15,445 -697	-4%	-$143K	0.5%	42
2025 Q2	$3.15M	Buy	16,142 +876	+6%	+$162K	0.55%	38
2025 Q1	$2.84M	Buy	15,266 +4,356	+40%	+$860K	0.56%	39
2024 Q4	$2.16M	Buy	10,910 +256	+2%	+$52.6K	0.43%	42
2024 Q3	$2.14M	Sell	10,654 -1,306	-11%	-$251K	0.44%	43
2024 Q2	$2.18M	Buy	11,960 +7,254	+154%	+$1.34M	0.51%	38
2024 Q1	$903K	Sell	4,706 -2,559	-35%	-$462K	0.23%	54
2023 Q4	$1.31M	Buy	7,265 +1,515	+26%	+$247K	0.36%	46
2023 Q3	$917K	Sell	5,750 -678	-11%	-$113K	0.3%	49
2023 Q2	$1.06M	Sell	6,428 -3,615	-36%	-$569K	0.29%	55
2023 Q1	$1.59M	Buy	10,043 +3,531	+54%	+$585K	0.56%	34
2022 Q4	$1.03M	Buy	6,512 +702	+12%	+$112K	0.43%	47
2022 Q3	$833K	Buy	5,810 +2,348	+68%	+$373K	0.38%	51
2022 Q2	$519K	Buy	+3,462	New	+$568K	0.24%	60

Other funds holding VBR

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Greenup Street Wealth Management's VBR Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.97% in Q2 2026, buying an estimated $34.9K and bringing the position to 15,607 shares worth $3.79M. The position accounts for 0.46% of the portfolio, ranked #40.

Greenup Street Wealth Management first reported a position in VBR in Q2 2022 and has held it in 17 quarters since. 775 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Greenup Street Wealth Management held 15,607 shares of Vanguard Small-Cap Value ETF worth $3.79M as of Q2 2026.
Greenup Street Wealth Management bought 150 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $34.9K.
Vanguard Small-Cap Value ETF made up 0.46% of Greenup Street Wealth Management's portfolio in Q2 2026, its #40 holding.
Greenup Street Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
775 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.