Certified Advisory Corp’s Vanguard Small-Cap ETF VB Stock Holding History

Certified Advisory Corp’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	$7.61M	Buy	25,098 +442	+2%	+$127K	0.61%	46
2026 Q1	$6.46M	Buy	24,656 +928	+4%	+$251K	0.58%	53
2025 Q4	$6.12M	Buy	23,728 +547	+2%	+$140K	0.56%	55
2025 Q3	$5.89M	Buy	23,181 +322	+1%	+$79.9K	0.56%	56
2025 Q2	$5.42M	Buy	22,859 +885	+4%	+$197K	0.56%	55
2025 Q1	$4.87M	Buy	21,974 +209	+1%	+$49.9K	0.55%	55
2024 Q4	$5.23M	Buy	21,765 +571	+3%	+$140K	0.57%	56
2024 Q3	$5.03M	Buy	21,194 +72	+0.3%	+$16.4K	0.56%	56
2024 Q2	$4.61M	Buy	21,122 +395	+2%	+$86.7K	0.58%	56
2024 Q1	$4.74M	Sell	20,727 -125	-0.6%	-$26.9K	0.66%	50
2023 Q4	$4.45M	Sell	20,852 -5,012	-19%	-$966K	0.67%	48
2023 Q3	$4.07M	Buy	25,864 +2,228	+9%	+$444K	0.75%	44
2023 Q2	$4.7M	Sell	23,636 -1,169	-5%	-$221K	0.86%	29
2023 Q1	$4.7M	Buy	24,805 +2,089	+9%	+$405K	0.84%	27
2022 Q4	$4.17M	Buy	22,716 +667	+3%	+$124K	0.82%	29
2022 Q3	$3.77M	Buy	22,049 +564	+3%	+$106K	0.86%	30
2022 Q2	$3.78M	Buy	21,485 +1,059	+5%	+$205K	0.84%	31
2022 Q1	$4.34M	Sell	20,426 -295	-1%	-$62.1K	0.92%	28
2021 Q4	$4.68M	Buy	20,721 +2,603	+14%	+$591K	1.03%	24
2021 Q3	$3.96M	Buy	18,118 +864	+5%	+$192K	0.96%	28
2021 Q2	$3.89M	Buy	17,254 +860	+5%	+$191K	0.98%	24
2021 Q1	$3.51M	Buy	+16,394	New	+$3.45M	0.91%	26
2020 Q2	$1.07M	Buy	7,370 +1,245	+20%	+$167K	0.36%	67
2020 Q1	$707K	Buy	6,125 +3,649	+147%	+$548K	0.28%	89
2019 Q4	$410K	Buy	2,476 +1,883	+318%	+$300K	0.13%	136
2019 Q3	$91K	Buy	593 +1	+0.2%	+$155	0.03%	247
2019 Q2	$93K	Hold	592	–	–	0.03%	243
2019 Q1	$90K	Hold	592	–	–	0.04%	226
2018 Q4	$78K	Buy	592 +126	+27%	+$18.3K	0.04%	224
2018 Q3	$76K	Buy	466 +89	+24%	+$14.4K	0.04%	236
2018 Q2	$59K	Sell	377 -89	-19%	-$13.6K	0.03%	260
2018 Q1	$68K	Hold	466	–	–	0.04%	234
2017 Q4	$68K	Buy	+466	New	+$67.4K	0.05%	198

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

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

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

Certified Advisory Corp's VB Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Small-Cap ETF (VB) stake by 1.8% in Q2 2026, buying an estimated $127K and bringing the position to 25,098 shares worth $7.61M. The position accounts for 0.61% of the portfolio, ranked #46.

Certified Advisory Corp first reported a position in VB in Q4 2017 and has held it in 33 quarters since. 965 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Certified Advisory Corp held 25,098 shares of Vanguard Small-Cap ETF worth $7.61M as of Q2 2026.
Certified Advisory Corp bought 442 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $127K.
Vanguard Small-Cap ETF made up 0.61% of Certified Advisory Corp's portfolio in Q2 2026, its #46 holding.
Certified Advisory Corp first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 33 quarters since.
965 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.