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Aurora Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Aurora Private Wealth’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 		– Sell
-916
Closed -$236K – 191
2026
Q1 		$236K Hold
916
– – 0.17% 145
2025
Q4 		$236K Buy
+916
New +$235K 0.16% 141
2025
Q1 		– Sell
-835
Closed -$201K – 167
2024
Q4 		$201K Buy
+835
New +$205K 0.15% 149
2022
Q1 		– Sell
-1,096
Closed -$248K – 215
2021
Q4 		$248K Buy
+1,096
New +$249K 0.11% 163

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
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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Aurora Private Wealth's VB Position: Q2 2026 in Review

Aurora Private Wealth sold out of Vanguard Small-Cap ETF (VB) in Q2 2026, closing a stake of 916 shares — an estimated $236K sold.

Aurora Private Wealth first reported a position in VB in Q4 2021 and held it in 4 quarters. The position peaked at $248K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Aurora Private Wealth reported no remaining Vanguard Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Aurora Private Wealth sold 916 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $236K.
  • Aurora Private Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 4 quarters.
  • Aurora Private Wealth's Vanguard Small-Cap ETF position peaked at $248K in Q4 2021.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.