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Clear Creek Financial Management’s Vanguard Small-Cap ETF VB Stock Holding History

Clear Creek Financial 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 		$2.85M Buy
9,418
+668
+8% +$191K 0.18% 128
2026
Q1 		$2.29M Buy
8,750
+2,515
+40% +$681K 0.18% 131
2025
Q4 		$1.61M Buy
6,235
+229
+4% +$58.7K 0.13% 160
2025
Q3 		$1.53M Buy
6,006
+44
+0.7% +$10.9K 0.13% 159
2025
Q2 		$1.41M Sell
5,962
-293
-5% -$65.4K 0.13% 171
2025
Q1 		$1.39M Sell
6,255
-13
-0.2% -$3.1K 0.14% 147
2024
Q4 		$1.51M Buy
6,268
+18
+0.3% +$4.43K 0.16% 128
2024
Q3 		$1.48M Sell
6,250
-1,929
-24% -$438K 0.17% 117
2024
Q2 		$1.79M Sell
8,179
-42
-0.5% -$9.22K 0.22% 95
2024
Q1 		$1.88M Buy
8,221
+567
+7% +$122K 0.24% 85
2023
Q4 		$1.63M Buy
7,654
+3,606
+89% +$695K 0.26% 75
2023
Q3 		$772K Buy
4,048
+45
+1% +$8.97K 0.14% 121
2023
Q2 		$796K Sell
4,003
-414
-9% -$78.2K 0.14% 122
2023
Q1 		$837K Sell
4,417
-5,596
-56% -$1.09M 0.16% 114
2022
Q4 		$1.84M Sell
10,013
-229
-2% -$42.4K 0.4% 63
2022
Q3 		$1.75M Sell
10,242
-437
-4% -$82.5K 0.39% 54
2022
Q2 		$1.88M Sell
10,679
-1,529
-13% -$295K 0.39% 54
2022
Q1 		$2.59M Sell
12,208
-460
-4% -$96.8K 0.41% 67
2021
Q4 		$2.86M Sell
12,668
-579
-4% -$132K 0.43% 56
2021
Q3 		$2.9M Buy
13,247
+137
+1% +$30.5K 0.47% 59
2021
Q2 		$2.95M Buy
+13,110
New +$2.91M 0.46% 67
2021
Q1 		– Sell
-6,265
Closed -$1.22M – 246
2020
Q4 		$1.22M Sell
6,265
-46,285
-88% -$8.17M 0.24% 97
2020
Q3 		$8.08M Buy
52,550
+45,060
+602% +$6.92M 0.37% 43
2020
Q2 		$1.09M Buy
7,490
+3,158
+73% +$424K 0.28% 57
2020
Q1 		$535K Buy
+4,332
New +$651K 0.2% 71

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
S
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
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
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

Clear Creek Financial Management's VB Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vanguard Small-Cap ETF (VB) stake by 7.6% in Q2 2026, buying an estimated $191K and bringing the position to 9,418 shares worth $2.85M. The position accounts for 0.18% of the portfolio, ranked #128.

Clear Creek Financial Management first reported a position in VB in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.08M in Q3 2020. 1,037 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Clear Creek Financial Management held 9,418 shares of Vanguard Small-Cap ETF worth $2.85M as of Q2 2026.
  • Clear Creek Financial Management bought 668 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $191K.
  • Vanguard Small-Cap ETF made up 0.18% of Clear Creek Financial Management's portfolio in Q2 2026, its #128 holding.
  • Clear Creek Financial Management first reported a position in Vanguard Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Clear Creek Financial Management's Vanguard Small-Cap ETF position peaked at $8.08M in Q3 2020.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.