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Boyd Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Boyd Wealth 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 		$3.54M Sell
11,679
-38
-0.3% -$10.9K 1.34% 16
2026
Q1 		$3.07M Sell
11,717
-205
-2% -$55.5K 1.3% 17
2025
Q4 		$3.08M Buy
11,922
+16
+0.1% +$4.1K 1.3% 17
2025
Q3 		$3.03M Sell
11,906
-130
-1% -$32.2K 1.3% 16
2025
Q2 		$2.85M Buy
12,036
+1,735
+17% +$387K 1.24% 16
2025
Q1 		$2.28M Buy
10,301
+254
+3% +$60.7K 1.14% 15
2024
Q4 		$2.41M Sell
10,047
-105
-1% -$25.8K 1.19% 15
2024
Q3 		$2.41M Sell
10,152
-310
-3% -$70.4K 1.22% 16
2024
Q2 		$2.28M Sell
10,462
-402
-4% -$88.3K 1.26% 16
2024
Q1 		$2.48M Hold
10,864
– – 1.42% 15
2023
Q4 		$2.32M Buy
10,864
+2,305
+27% +$444K 1.44% 15
2023
Q3 		$1.62M Hold
8,559
– – 1.09% 17
2023
Q2 		$1.7M Buy
8,559
+6,174
+259% +$1.17M 1.03% 18
2023
Q1 		$452K Hold
2,385
– – 0.31% 33
2022
Q4 		$438K Sell
2,385
-38
-2% -$7.04K 0.32% 32
2022
Q3 		$414K Sell
2,423
-21
-0.9% -$3.96K 0.33% 32
2022
Q2 		$430K Sell
2,444
-431
-15% -$83.2K 0.35% 33
2022
Q1 		$611K Buy
2,875
+395
+16% +$83.2K 0.46% 27
2021
Q4 		$561K Buy
+2,480
New +$564K 0.41% 28

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

Boyd Wealth Management's VB Position: Q2 2026 in Review

Boyd Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 0.32% in Q2 2026, selling an estimated $10.9K and leaving 11,679 shares worth $3.54M. The position accounts for 1.34% of the portfolio, ranked #16.

Boyd Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 508 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Boyd Wealth Management held 11,679 shares of Vanguard Small-Cap ETF worth $3.54M as of Q2 2026.
  • Boyd Wealth Management sold 38 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Small-Cap ETF made up 1.34% of Boyd Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Boyd Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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