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Buttonwood Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Buttonwood Financial Advisors’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 		$263K Sell
869
-145
-14% -$41.6K 0.08% 102
2026
Q1 		$266K Sell
1,014
-95
-9% -$25.7K 0.09% 98
2025
Q4 		$286K Sell
1,109
-14
-1% -$3.59K 0.1% 96
2025
Q3 		$286K Buy
1,123
+64
+6% +$15.9K 0.1% 96
2025
Q2 		$251K Hold
1,059
– – 0.1% 95
2025
Q1 		$235K Sell
1,059
-49
-4% -$11.7K 0.1% 93
2024
Q4 		$266K Buy
1,108
+1
+0.1% +$246 0.12% 88
2024
Q3 		$263K Sell
1,107
-456
-29% -$104K 0.11% 92
2024
Q2 		$341K Sell
1,563
-834
-35% -$183K 0.16% 82
2024
Q1 		$548K Sell
2,397
-75
-3% -$16.1K 0.26% 69
2023
Q4 		$527K Sell
2,472
-375
-13% -$72.3K 0.29% 68
2023
Q3 		$538K Buy
2,847
+702
+33% +$140K 0.34% 63
2023
Q2 		$427K Buy
+2,145
New +$405K 0.27% 68

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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Buttonwood Financial Advisors's VB Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 14% in Q2 2026, selling an estimated $41.6K and leaving 869 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #102.

Buttonwood Financial Advisors first reported a position in VB in Q2 2023 and has held it in 13 quarters since. The position peaked at $548K in Q1 2024. 737 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Buttonwood Financial Advisors held 869 shares of Vanguard Small-Cap ETF worth $263K as of Q2 2026.
  • Buttonwood Financial Advisors sold 145 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Small-Cap ETF made up 0.08% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Buttonwood Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Buttonwood Financial Advisors's Vanguard Small-Cap ETF position peaked at $548K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.