AP
VB icon

Aspect Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Aspect Partners’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 		$425K Hold
1,402
– – 0.16% 53
2026
Q1 		$367K Hold
1,402
– – 0.15% 57
2025
Q4 		$362K Hold
1,402
– – 0.16% 59
2025
Q3 		$357K Sell
1,402
-190
-12% -$47.1K 0.16% 58
2025
Q2 		$377K Buy
1,592
+366
+30% +$81.7K 0.19% 51
2025
Q1 		$272K Hold
1,226
– – 0.16% 58
2024
Q4 		$295K Hold
1,226
– – 0.17% 56
2024
Q3 		$291K Hold
1,226
– – 0.16% 57
2024
Q2 		$267K Hold
1,226
– – 0.16% 62
2024
Q1 		$280K Hold
1,226
– – 0.22% 58
2023
Q4 		$262K Buy
+1,226
New +$236K 0.17% 57

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

Aspect Partners's VB Position: Q2 2026 in Review

Aspect Partners held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,402 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #53.

Aspect Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aspect Partners held 1,402 shares of Vanguard Small-Cap ETF worth $425K as of Q2 2026.
  • Aspect Partners left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.16% of Aspect Partners's portfolio in Q2 2026, its #53 holding.
  • Aspect Partners first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.