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Clune & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Clune & Associates’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 		$4.85M Sell
15,987
-2,446
-13% -$701K 0.73% 34
2026
Q1 		$4.83M Sell
18,433
-1,384
-7% -$375K 0.91% 31
2025
Q4 		$5.11M Buy
19,817
+3,192
+19% +$818K 1.1% 27
2025
Q3 		$4.23M Buy
16,625
+1,748
+12% +$434K 1.06% 29
2025
Q2 		$3.53M Buy
14,877
+390
+3% +$87K 0.97% 31
2025
Q1 		$3.21M Buy
14,487
+2,103
+17% +$502K 0.99% 32
2024
Q4 		$2.98M Buy
+12,384
New +$3.05M 0.99% 32

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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Clune & Associates's VB Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Small-Cap ETF (VB) stake by 13% in Q2 2026, selling an estimated $701K and leaving 15,987 shares worth $4.85M. The position accounts for 0.73% of the portfolio, ranked #34.

Clune & Associates first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2025. 657 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Clune & Associates held 15,987 shares of Vanguard Small-Cap ETF worth $4.85M as of Q2 2026.
  • Clune & Associates sold 2,446 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $701K.
  • Vanguard Small-Cap ETF made up 0.73% of Clune & Associates's portfolio in Q2 2026, its #34 holding.
  • Clune & Associates first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard Small-Cap ETF position peaked at $5.11M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.