Kings Path Partners’s Vanguard Morningstar 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 Q3	–	Sell	-9	Closed	-$2.19K	–	391
2026 Q2	$2.19K	Buy	+9	New	+$2.09K	﹤0.01%	298
2025 Q1	–	Sell	-30	Closed	-$5.94K	–	295
2024 Q4	$5.94K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kings Path Partners's VBR Position: Q3 2026 in Review

Kings Path Partners sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026, closing a stake of 9 shares — an estimated $2.19K sold.

Kings Path Partners first reported a position in VBR in Q2 2024 and held it in 4 quarters. The position peaked at $6.02K in Q3 2024. 1,138 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Kings Path Partners reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Kings Path Partners sold 9 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.19K.
Kings Path Partners first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2024 and held it in 4 quarters.
Kings Path Partners's Vanguard Morningstar Small-Cap Value ETF position peaked at $6.02K in Q3 2024.
1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.