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Regent Peak Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Regent Peak Wealth Advisors’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 		$228K Hold
937
– – 0.04% 197
2026
Q1 		$204K Buy
+937
New +$209K 0.04% 195
2025
Q1 		– Sell
-1,057
Closed -$209K – 190
2024
Q4 		$209K Hold
1,057
– – 0.05% 160
2024
Q3 		$212K Sell
1,057
-116
-10% -$22.3K 0.05% 164
2024
Q2 		$214K Sell
1,173
-429
-27% -$79.2K 0.05% 154
2024
Q1 		$307K Buy
1,602
+168
+12% +$30.3K 0.08% 118
2023
Q4 		$258K Sell
1,434
-128
-8% -$20.9K 0.07% 127
2023
Q3 		$249K Sell
1,562
-18
-1% -$3.01K 0.08% 127
2023
Q2 		$261K Sell
1,580
-118
-7% -$18.6K 0.08% 118
2023
Q1 		$270K Sell
1,698
-35
-2% -$5.79K 0.08% 116
2022
Q4 		$275K Hold
1,733
– – 0.09% 123
2022
Q3 		$248K Sell
1,733
-673
-28% -$107K 0.09% 128
2022
Q2 		$360K Buy
2,406
+725
+43% +$119K 0.12% 102
2022
Q1 		$296K Sell
1,681
-39
-2% -$6.78K 0.08% 128
2021
Q4 		$308K Sell
1,720
-94
-5% -$16.7K 0.08% 129
2021
Q3 		$307K Hold
1,814
– – 0.09% 126
2021
Q2 		$310K Sell
1,814
-8
-0.4% -$1.39K 0.09% 124
2021
Q1 		$301K Sell
1,822
-277
-13% -$43.6K 0.1% 121
2020
Q4 		$298K Buy
2,099
+96
+5% +$12.4K 0.1% 111
2020
Q3 		$222K Buy
2,003
+22
+1% +$2.47K 0.09% 117
2020
Q2 		$212K Buy
+1,981
New +$199K 0.1% 112
2020
Q1 		– Sell
-2,825
Closed -$387K – 127
2019
Q4 		$387K Buy
+2,825
New +$374K 0.18% 85

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

Regent Peak Wealth Advisors's VBR Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its Vanguard Small-Cap Value ETF (VBR) position steady in Q2 2026 at 937 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #197.

Regent Peak Wealth Advisors first reported a position in VBR in Q4 2019 and has held it in 22 quarters since. The position peaked at $387K in Q4 2019. 487 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Regent Peak Wealth Advisors held 937 shares of Vanguard Small-Cap Value ETF worth $228K as of Q2 2026.
  • Regent Peak Wealth Advisors left its Vanguard Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Value ETF made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2019 and has held it in 22 quarters since.
  • Regent Peak Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $387K in Q4 2019.
  • 487 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.