Burrus Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Burrus Financial Services’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	$25.3M	Sell	83,316 -1,941	-2%	-$556K	10.97%	6
2026 Q1	$22.3M	Sell	85,257 -202,256	-70%	-$54.7M	10.22%	6
2025 Q4	$24.8M	Buy	287,513 +201,591	+235%	+$51.6M	14.12%	4
2025 Q3	$21.9M	Buy	85,922 +1,495	+2%	+$371K	10.02%	6
2025 Q2	$20M	Buy	84,427 +2,552	+3%	+$569K	9.58%	6
2025 Q1	$18.2M	Sell	81,875 -502	-0.6%	-$120K	9.23%	6
2024 Q4	$19.8M	Sell	82,377 -1,061	-1%	-$261K	10.17%	6
2024 Q3	$19.8M	Buy	+83,438	New	+$19M	9.81%	6

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

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burrus Financial Services's VB Position: Q2 2026 in Review

Burrus Financial Services reduced its Vanguard Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $556K and leaving 83,316 shares worth $25.3M. The position accounts for 10.97% of the portfolio, ranked #6.

Burrus Financial Services first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 595 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Burrus Financial Services held 83,316 shares of Vanguard Small-Cap ETF worth $25.3M as of Q2 2026.
Burrus Financial Services sold 1,941 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $556K.
Vanguard Small-Cap ETF made up 10.97% of Burrus Financial Services's portfolio in Q2 2026, its #6 holding.
Burrus Financial Services first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
595 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.