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

BXM Wealth’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	$1.04M	Sell	3,416 -44	-1%	-$12.6K	0.56%	43
2026 Q1	$906K	Sell	3,460 -64,269	-95%	-$17.4M	0.7%	35
2025 Q4	$836K	Buy	67,729 +62,096	+1,102%	+$15.9M	0.64%	40
2025 Q3	$1.34M	Buy	5,633 +2,460	+78%	+$610K	1.27%	18
2025 Q2	$770K	Sell	3,173 -4,040	-56%	-$901K	0.91%	31
2025 Q1	$1.6M	Buy	7,213 +344	+5%	+$82.2K	1.92%	14
2024 Q4	$1.65M	Buy	+6,869	New	+$1.69M	2.31%	11

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

BXM Wealth's VB Position: Q2 2026 in Review

BXM Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q2 2026, selling an estimated $12.6K and leaving 3,416 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #43.

BXM Wealth first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 935 funds tracked by Wall St. Rank hold VB as of Q2 2026.

BXM Wealth held 3,416 shares of Vanguard Small-Cap ETF worth $1.04M as of Q2 2026.
BXM Wealth sold 44 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Small-Cap ETF made up 0.56% of BXM Wealth's portfolio in Q2 2026, its #43 holding.
BXM Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
BXM Wealth's Vanguard Small-Cap ETF position peaked at $1.65M in Q4 2024.
935 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.