DiNuzzo Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

DiNuzzo Private Wealth’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	$1.05M	Hold	3,875	–	–	0.1%	39
2026 Q1	$920K	Hold	3,875	–	–	0.1%	38
2025 Q4	$901K	Hold	3,875	–	–	0.1%	40
2025 Q3	$885K	Buy	3,875 +11	+0.3%	+$2.73K	0.1%	37
2025 Q2	$826K	Hold	3,864	–	–	0.1%	38
2025 Q1	$781K	Hold	3,864	–	–	0.1%	37
2024 Q4	$839K	Sell	3,864 -1,228	-24%	-$302K	0.11%	38
2024 Q3	$1.11M	Buy	5,092 +4,574	+883%	+$1.04M	0.14%	35
2024 Q2	$100K	Buy	518 +26	+5%	+$5.71K	0.01%	69
2024 Q1	$99.2K	Hold	492	–	–	0.01%	69
2023 Q4	$92.9K	Buy	+492	New	+$94.8K	0.01%	66

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

DiNuzzo Private Wealth's VB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 3,875 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #39.

DiNuzzo Private Wealth first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2024. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

DiNuzzo Private Wealth held 3,875 shares of Vanguard Small-Cap ETF worth $1.05M as of Q2 2026.
DiNuzzo Private Wealth left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.1% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #39 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Vanguard Small-Cap ETF position peaked at $1.11M in Q3 2024.
1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.