2WWM
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21 West Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

21 West Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Sell
6,976
-45
-0.6% -$12.9K 1.81% 21
2026
Q1 		$1.84M Sell
7,021
-94
-1% -$25.4K 1.71% 23
2025
Q4 		$1.84M Buy
7,115
+32
+0.5% +$8.2K 1.68% 23
2025
Q3 		$1.8M Buy
7,083
+202
+3% +$50.1K 1.71% 22
2025
Q2 		$1.63M Buy
+6,881
New +$1.54M 1.65% 23

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

21 West Wealth Management's VB Position: Q2 2026 in Review

21 West Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 0.64% in Q2 2026, selling an estimated $12.9K and leaving 6,976 shares worth $2.11M. The position accounts for 1.81% of the portfolio, ranked #21.

21 West Wealth Management first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 547 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • 21 West Wealth Management held 6,976 shares of Vanguard Small-Cap ETF worth $2.11M as of Q2 2026.
  • 21 West Wealth Management sold 45 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Small-Cap ETF made up 1.81% of 21 West Wealth Management's portfolio in Q2 2026, its #21 holding.
  • 21 West Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 547 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.