AWA
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Amplius Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Amplius Wealth Advisors’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 		$723K Sell
2,384
-532
-18% -$152K 0.05% 96
2026
Q1 		$764K Buy
2,916
+7
+0.2% +$1.89K 0.06% 85
2025
Q4 		$750K Buy
2,909
+4
+0.1% +$1.02K 0.06% 83
2025
Q3 		$739K Sell
2,905
-1,039
-26% -$258K 0.06% 88
2025
Q2 		$935K Buy
3,944
+993
+34% +$222K 0.09% 85
2025
Q1 		$654K Buy
2,951
+1,609
+120% +$384K 0.07% 96
2024
Q4 		$322K Buy
1,342
+364
+37% +$89.6K 0.03% 130
2024
Q3 		$232K Buy
978
+2
+0.2% +$454 0.03% 157
2024
Q2 		$213K Hold
976
– – 0.02% 159
2024
Q1 		$223K Sell
976
-63
-6% -$13.6K 0.03% 159
2023
Q4 		$222K Buy
+1,039
New +$200K 0.03% 159
2022
Q1 		– Sell
-654
Closed -$147K – 867
2021
Q4 		$147K Buy
+654
New +$149K 0.02% 210

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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

Amplius Wealth Advisors's VB Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 18% in Q2 2026, selling an estimated $152K and leaving 2,384 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #96.

Amplius Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 12 quarters since. The position peaked at $935K in Q2 2025. 908 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Amplius Wealth Advisors held 2,384 shares of Vanguard Small-Cap ETF worth $723K as of Q2 2026.
  • Amplius Wealth Advisors sold 532 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Small-Cap ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • Amplius Wealth Advisors's Vanguard Small-Cap ETF position peaked at $935K in Q2 2025.
  • 908 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.