CWA
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Canvas Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Canvas Wealth 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 		$3.49M Sell
11,508
-412
-3% -$118K 0.49% 38
2026
Q1 		$3.12M Buy
11,920
+47
+0.4% +$12.7K 0.53% 42
2025
Q4 		$3.06M Sell
11,873
-26
-0.2% -$6.66K 0.52% 39
2025
Q3 		$3.07M Sell
11,899
-1,046
-8% -$259K 0.56% 36
2025
Q2 		$3.18M Buy
12,945
+73
+0.6% +$16.3K 0.63% 32
2025
Q1 		$2.67M Buy
12,872
+9,957
+342% +$2.38M 0.69% 36
2024
Q4 		$700K Buy
2,915
+1,766
+154% +$435K 0.18% 77
2024
Q3 		$273K Buy
1,149
+108
+10% +$24.5K 0.08% 140
2024
Q2 		$241K Buy
+1,041
New +$229K 0.07% 129

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Canvas Wealth Advisors's VB Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 3.5% in Q2 2026, selling an estimated $118K and leaving 11,508 shares worth $3.49M. The position accounts for 0.49% of the portfolio, ranked #38.

Canvas Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Canvas Wealth Advisors held 11,508 shares of Vanguard Small-Cap ETF worth $3.49M as of Q2 2026.
  • Canvas Wealth Advisors sold 412 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Small-Cap ETF made up 0.49% of Canvas Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Canvas Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.