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

Brown Miller 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	$546K	Hold	1,800	–	–	0.14%	119
2026 Q1	$471K	Hold	1,800	–	–	0.13%	126
2025 Q4	$464K	Hold	1,800	–	–	0.13%	122
2025 Q3	$458K	Buy	1,800 +141	+8%	+$35K	0.13%	132
2025 Q2	$393K	Sell	1,659 -60	-3%	-$13.4K	0.12%	136
2025 Q1	$381K	Buy	1,719 +505	+42%	+$121K	0.13%	123
2024 Q4	$292K	Buy	1,214 +60	+5%	+$14.8K	0.11%	100
2024 Q3	$274K	Hold	1,154	–	–	0.11%	104
2024 Q2	$252K	Hold	1,154	–	–	0.1%	108
2024 Q1	$264K	Hold	1,154	–	–	0.12%	106
2023 Q4	$246K	Hold	1,154	–	–	0.12%	112
2023 Q3	$218K	Hold	1,154	–	–	0.12%	113
2023 Q2	$230K	Hold	1,154	–	–	0.12%	112
2023 Q1	$219K	Hold	1,154	–	–	0.13%	110
2022 Q4	$212K	Buy	+1,154	New	+$214K	0.13%	114
2022 Q2	–	Sell	-1,440	Closed	-$306K	–	126
2022 Q1	$306K	Buy	1,440 +3	+0.2%	+$632	0.18%	94
2021 Q4	$324K	Buy	+1,437	New	+$327K	0.19%	94

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Brown Miller Wealth Management's VB Position: Q2 2026 in Review

Brown Miller Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,800 shares worth $546K. The position accounts for 0.14% of the portfolio, ranked #119.

Brown Miller Wealth Management first reported a position in VB in Q4 2021 and has held it in 17 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Brown Miller Wealth Management held 1,800 shares of Vanguard Small-Cap ETF worth $546K as of Q2 2026.
Brown Miller Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.14% of Brown Miller Wealth Management's portfolio in Q2 2026, its #119 holding.
Brown Miller Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.