EWM
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Empirical Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Empirical Wealth 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 		$16.2M Buy
53,368
+37
+0.1% +$10.6K 0.24% 79
2026
Q1 		$14M Sell
53,331
-394
-0.7% -$107K 0.24% 77
2025
Q4 		$13.9M Sell
53,725
-1,872
-3% -$480K 0.25% 74
2025
Q3 		$14.1M Sell
55,597
-969
-2% -$240K 0.28% 71
2025
Q2 		$13.4M Buy
56,566
+3,406
+6% +$760K 0.3% 66
2025
Q1 		$11.8M Buy
53,160
+107
+0.2% +$25.6K 0.3% 63
2024
Q4 		$12.7M Sell
53,053
-543
-1% -$134K 0.35% 59
2024
Q3 		$12.7M Sell
53,596
-402
-0.7% -$91.3K 0.36% 58
2024
Q2 		$11.8M Sell
53,998
-696
-1% -$153K 0.35% 58
2024
Q1 		$12.5M Sell
54,694
-2,836
-5% -$610K 0.38% 51
2023
Q4 		$12.3M Sell
57,530
-3,907
-6% -$753K 0.41% 50
2023
Q3 		$11.6M Sell
61,437
-4,731
-7% -$943K 0.45% 47
2023
Q2 		$13.2M Sell
66,168
-15,924
-19% -$3.01M 0.53% 34
2023
Q1 		$15.6M Buy
82,092
+3,965
+5% +$769K 0.67% 29
2022
Q4 		$14.3M Buy
78,127
+6,631
+9% +$1.23M 0.68% 30
2022
Q3 		$12.2M Buy
71,496
+2,606
+4% +$492K 0.64% 30
2022
Q2 		$12.1M Sell
68,890
-244
-0.4% -$47.1K 0.64% 34
2022
Q1 		$14.7M Sell
69,134
-740
-1% -$156K 0.73% 28
2021
Q4 		$15.8M Buy
69,874
+8,980
+15% +$2.04M 0.79% 26
2021
Q3 		$13.3M Buy
60,894
+6,925
+13% +$1.54M 0.76% 30
2021
Q2 		$12.2M Buy
53,969
+16,716
+45% +$3.7M 0.74% 30
2021
Q1 		$7.97M Sell
37,253
-6,910
-16% -$1.46M 0.64% 28
2020
Q4 		$8.6M Sell
44,163
-475
-1% -$83.8K 0.66% 30
2020
Q3 		$6.87M Buy
44,638
+1,170
+3% +$180K 0.59% 32
2020
Q2 		$6.33M Sell
43,468
-24,727
-36% -$3.32M 0.59% 32
2020
Q1 		$7.87M Buy
68,195
+50,102
+277% +$7.53M 0.86% 23
2019
Q4 		$3M Buy
18,093
+2,379
+15% +$379K 0.33% 45
2019
Q3 		$2.42M Buy
15,714
+2,551
+19% +$396K 0.29% 52
2019
Q2 		$2.06M Buy
13,163
+2,583
+24% +$399K 0.27% 62
2019
Q1 		$1.62M Buy
10,580
+257
+2% +$38.2K 0.24% 62
2018
Q4 		$1.36M Buy
10,323
+4,288
+71% +$624K 0.23% 60
2018
Q3 		$981K Buy
6,035
+2,095
+53% +$339K 0.17% 69
2018
Q2 		$613K Buy
3,940
+17
+0.4% +$2.6K 0.11% 95
2018
Q1 		$576K Sell
3,923
-100
-2% -$14.9K 0.11% 92
2017
Q4 		$595K Buy
4,023
+40
+1% +$5.79K 0.13% 81
2017
Q3 		$563K Buy
3,983
+21
+0.5% +$2.86K 0.13% 82
2017
Q2 		$537K Buy
+3,962
New +$531K 0.13% 80
2017
Q1 		– Sell
-1,813
Closed -$234K – 138
2016
Q4 		$234K Buy
+1,813
New +$225K 0.06% 116

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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

Empirical Wealth Management's VB Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.07% in Q2 2026, buying an estimated $10.6K and bringing the position to 53,368 shares worth $16.2M. The position accounts for 0.24% of the portfolio, ranked #79.

Empirical Wealth Management first reported a position in VB in Q4 2016 and has held it in 38 quarters since. 1,130 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Empirical Wealth Management held 53,368 shares of Vanguard Small-Cap ETF worth $16.2M as of Q2 2026.
  • Empirical Wealth Management bought 37 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Small-Cap ETF made up 0.24% of Empirical Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Empirical Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.