AIM
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Alhambra Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Alhambra Investment 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 		$247K Sell
815
-23
-3% -$6.59K 0.11% 154
2026
Q1 		$219K Sell
838
-61
-7% -$16.5K 0.1% 165
2025
Q4 		$232K Sell
899
-5
-0.6% -$1.28K 0.11% 155
2025
Q3 		$230K Sell
904
-88
-9% -$21.8K 0.11% 159
2025
Q2 		$235K Buy
992
+89
+10% +$19.9K 0.12% 152
2025
Q1 		$200K Sell
903
-39
-4% -$9.31K 0.1% 158
2024
Q4 		$226K Sell
942
-21
-2% -$5.17K 0.12% 154
2024
Q3 		$228K Sell
963
-14,356
-94% -$3.26M 0.12% 158
2024
Q2 		$3.34M Buy
15,319
+5,436
+55% +$1.19M 1.83% 17
2024
Q1 		$2.26M Buy
9,883
+96
+1% +$20.6K 1.24% 18
2023
Q4 		$2.09M Sell
9,787
-10
-0.1% -$1.93K 1.24% 17
2023
Q3 		$1.85M Buy
9,797
+2,375
+32% +$473K 1.22% 18
2023
Q2 		$1.48M Buy
+7,422
New +$1.4M 0.97% 27

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Alhambra Investment Management's VB Position: Q2 2026 in Review

Alhambra Investment Management reduced its Vanguard Small-Cap ETF (VB) stake by 2.7% in Q2 2026, selling an estimated $6.59K and leaving 815 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #154.

Alhambra Investment Management first reported a position in VB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.34M in Q2 2024. 1,188 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Alhambra Investment Management held 815 shares of Vanguard Small-Cap ETF worth $247K as of Q2 2026.
  • Alhambra Investment Management sold 23 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Small-Cap ETF made up 0.11% of Alhambra Investment Management's portfolio in Q2 2026, its #154 holding.
  • Alhambra Investment Management first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Alhambra Investment Management's Vanguard Small-Cap ETF position peaked at $3.34M in Q2 2024.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.