Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Carlton Hofferkamp & Jenks 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	$368K	Buy	1,243 +31	+3%	+$8.88K	0.12%	105
2026 Q1	$344K	Hold	1,212	–	–	0.11%	108
2025 Q4	$313K	Hold	1,212	–	–	0.1%	112
2025 Q3	$315K	Hold	1,212	–	–	0.11%	112
2025 Q2	$296K	Sell	1,212 -23	-2%	-$5.13K	0.11%	111
2025 Q1	$253K	Buy	1,235 +52	+4%	+$12.4K	0.1%	120
2024 Q4	$296K	Hold	1,183	–	–	0.11%	117
2024 Q3	$280K	Hold	1,183	–	–	0.11%	121
2024 Q2	$274K	Buy	1,183 +6	+0.5%	+$1.32K	0.11%	119
2024 Q1	$254K	Hold	1,177	–	–	0.11%	117
2023 Q4	$245K	Buy	+1,177	New	+$227K	0.1%	119
2023 Q3	–	Sell	-1,056	Closed	-$216K	–	135
2023 Q2	$216K	Buy	+1,056	New	+$200K	0.09%	125

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VB Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 2.6% in Q2 2026, buying an estimated $8.88K and bringing the position to 1,243 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #105.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VB in Q2 2023 and has held it in 12 quarters since. 1,058 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 1,243 shares of Vanguard Small-Cap ETF worth $368K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 31 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $8.88K.
Vanguard Small-Cap ETF made up 0.12% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #105 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,058 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.