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Straight Path Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Straight Path 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 		$267K Buy
1,097
+79
+8% +$18.4K 0.06% 111
2026
Q1 		$221K Hold
1,018
– – 0.06% 117
2025
Q4 		$216K Buy
+1,018
New +$213K 0.06% 116

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

Straight Path Wealth Management's VBR Position: Q2 2026 in Review

Straight Path Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 7.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,097 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #111.

Straight Path Wealth Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Straight Path Wealth Management held 1,097 shares of Vanguard Small-Cap Value ETF worth $267K as of Q2 2026.
  • Straight Path Wealth Management bought 79 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $18.4K.
  • Vanguard Small-Cap Value ETF made up 0.06% of Straight Path Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Straight Path Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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