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Kings Path Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Kings Path 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 		$2.19K Buy
+9
New +$2.09K ﹤0.01% 298
2025
Q1 		– Sell
-30
Closed -$5.95K – 295
2024
Q4 		$5.95K Hold
30
– – ﹤0.01% 249
2024
Q3 		$6.02K Hold
30
– – ﹤0.01% 255
2024
Q2 		$5.48K Buy
+30
New +$5.54K ﹤0.01% 237

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Kings Path Partners's VBR Position: Q2 2026 in Review

Kings Path Partners opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 9 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: Kings Path Partners previously reported a position in VBR as recently as Q4 2024.

Kings Path Partners first reported a position in VBR in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.02K in Q3 2024. 468 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Kings Path Partners held 9 shares of Vanguard Small-Cap Value ETF worth $2.19K as of Q2 2026.
  • Vanguard Small-Cap Value ETF was a new Kings Path Partners position in Q2 2026.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Kings Path Partners's portfolio in Q2 2026, its #298 holding.
  • Kings Path Partners first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and has held it in 4 quarters since.
  • Kings Path Partners's Vanguard Small-Cap Value ETF position peaked at $6.02K in Q3 2024.
  • 468 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.