AF
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Affiance Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Affiance Financial’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 		$976K Buy
+3,220
New +$923K 0.14% 55
2023
Q1 		– Sell
-370
Closed -$67.9K – 393
2022
Q4 		$67.9K Hold
370
– – 0.03% 149
2022
Q3 		$63K Hold
370
– – 0.04% 94
2022
Q2 		$65K Hold
370
– – 0.04% 96
2022
Q1 		$79K Sell
370
-2,233
-86% -$470K 0.04% 107
2021
Q4 		$588K Hold
2,603
– – 0.25% 60
2021
Q3 		$569K Hold
2,603
– – 0.25% 60
2021
Q2 		$586K Hold
2,603
– – 0.25% 58
2021
Q1 		$557K Hold
2,603
– – 0.25% 61
2020
Q4 		$507K Sell
2,603
-158
-6% -$27.9K 0.26% 60
2020
Q3 		$425K Hold
2,761
– – 0.25% 62
2020
Q2 		$402K Sell
2,761
-506
-15% -$67.9K 0.22% 59
2020
Q1 		$377K Sell
3,267
-46
-1% -$6.91K 0.26% 55
2019
Q4 		$549K Hold
3,313
– – 0.3% 50
2019
Q3 		$510K Sell
3,313
-74
-2% -$11.5K 0.31% 51
2019
Q2 		$531K Sell
3,387
-380
-10% -$58.7K 0.32% 52
2019
Q1 		$576K Sell
3,767
-132
-3% -$19.6K 0.36% 51
2018
Q4 		$515K Hold
3,899
– – 0.34% 57
2018
Q3 		$634K Hold
3,899
– – 0.42% 47
2018
Q2 		$607K Buy
3,899
+381
+11% +$58.3K 0.46% 48
2018
Q1 		$517K Buy
3,518
+1,090
+45% +$163K 0.46% 44
2017
Q4 		$359K Buy
2,428
+1
+0% +$145 0.27% 54
2017
Q3 		$343K Sell
2,427
-194
-7% -$26.4K 0.28% 54
2017
Q2 		$355K Buy
2,621
+378
+17% +$50.7K 0.28% 50
2017
Q1 		$299K Sell
2,243
-70
-3% -$9.26K 0.23% 60
2016
Q4 		$298K Sell
2,313
-430
-16% -$53.4K 0.24% 65
2016
Q3 		$335K Sell
2,743
-246
-8% -$29.8K 0.27% 61
2016
Q2 		$346K Hold
2,989
– – 0.29% 59
2016
Q1 		$333K Sell
2,989
-914
-23% -$94.7K 0.32% 60
2015
Q4 		$432K Buy
3,903
+1,055
+37% +$120K 0.44% 51
2015
Q3 		$307K Buy
2,848
+631
+28% +$73.8K 0.38% 57
2015
Q2 		$269K Buy
2,217
+197
+10% +$24.2K 0.34% 75
2015
Q1 		$248K Hold
2,020
– – 0.38% 75
2014
Q4 		$236K Buy
+2,020
New +$230K 0.41% 65

Other funds holding VB

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
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Affiance Financial's VB Position: Q2 2026 in Review

Affiance Financial opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 3,220 shares worth $976K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings. This is a return to the name: Affiance Financial previously reported a position in VB as recently as Q4 2022.

Affiance Financial first reported a position in VB in Q4 2014 and has held it in 34 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Affiance Financial held 3,220 shares of Vanguard Small-Cap ETF worth $976K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Affiance Financial position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.14% of Affiance Financial's portfolio in Q2 2026, its #55 holding.
  • Affiance Financial first reported a position in Vanguard Small-Cap ETF in Q4 2014 and has held it in 34 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.