CWP
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Curated Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Curated Wealth Partners’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 		$427K Buy
+400,000
New +$115M 0.06% 314
2025
Q4 		– Sell
-800
Closed -$203K – 222
2025
Q3 		$203K Buy
+800
New +$198K 0.02% 153

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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
Truist Financial
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
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

Curated Wealth Partners's VB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 400,000 shares worth $427K. The stake represents 0.06% of the portfolio and ranks #314 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in VB as recently as Q3 2025.

Curated Wealth Partners first reported a position in VB in Q3 2025 and has held it in 2 quarters since. 1,043 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Curated Wealth Partners held 400,000 shares of Vanguard Small-Cap ETF worth $427K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Curated Wealth Partners position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #314 holding.
  • Curated Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.