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Bridgewealth Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Bridgewealth Advisory Group’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 		$2.1M Sell
6,941
-31
-0.4% -$8.88K 0.4% 35
2026
Q1 		$1.83M Sell
6,972
-356
-5% -$96.3K 0.38% 39
2025
Q4 		$1.89M Sell
7,328
-4,635
-39% -$1.19M 0.42% 38
2025
Q3 		$3.04M Buy
11,963
+785
+7% +$195K 0.71% 30
2025
Q2 		$2.65M Buy
11,178
+9,696
+654% +$2.16M 0.67% 30
2025
Q1 		$329K Sell
1,482
-16,386
-92% -$3.91M 0.43% 44
2024
Q4 		$4.43M Sell
17,868
-2,572
-13% -$633K 1.25% 23
2024
Q3 		$4.85M Buy
20,440
+1,707
+9% +$388K 1.76% 21
2024
Q2 		$4.08M Buy
18,733
+319
+2% +$70.1K 1.81% 21
2024
Q1 		$4.21M Buy
18,414
+9,283
+102% +$2M 2.06% 18
2023
Q4 		$1.95M Buy
9,131
+1,344
+17% +$259K 1.49% 18
2023
Q3 		$1.47M Buy
7,787
+482
+7% +$96K 1.81% 13
2023
Q2 		$1.45M Buy
7,305
+85
+1% +$16.1K 2.36% 9
2023
Q1 		$1.37M Buy
7,220
+1
+0% +$194 2.52% 9
2022
Q4 		$1.33M Buy
+7,219
New +$1.34M 2.6% 8

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

Bridgewealth Advisory Group's VB Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Vanguard Small-Cap ETF (VB) stake by 0.44% in Q2 2026, selling an estimated $8.88K and leaving 6,941 shares worth $2.1M. The position accounts for 0.4% of the portfolio, ranked #35.

Bridgewealth Advisory Group first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.85M in Q3 2024. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bridgewealth Advisory Group held 6,941 shares of Vanguard Small-Cap ETF worth $2.1M as of Q2 2026.
  • Bridgewealth Advisory Group sold 31 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $8.88K.
  • Vanguard Small-Cap ETF made up 0.4% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Bridgewealth Advisory Group first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Bridgewealth Advisory Group's Vanguard Small-Cap ETF position peaked at $4.85M in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.