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

Evermay 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	$2.62M	Sell	8,656 -3,467	-29%	-$994K	0.27%	37
2026 Q1	$3.18M	Sell	12,123 -510	-4%	-$138K	0.35%	32
2025 Q4	$3.26M	Sell	12,633 -71	-0.6%	-$18.2K	0.37%	32
2025 Q3	$3.24M	Sell	12,704 -241	-2%	-$59.8K	0.37%	32
2025 Q2	$3.07M	Buy	12,945 +2,293	+22%	+$512K	0.38%	32
2025 Q1	$2.36M	Buy	10,652 +385	+4%	+$91.9K	0.31%	38
2024 Q4	$2.47M	Sell	10,267 -493	-5%	-$121K	0.37%	38
2024 Q3	$2.56M	Sell	10,760 -302	-3%	-$68.6K	0.41%	36
2024 Q2	$2.42M	Sell	11,062 -56	-0.5%	-$12.3K	0.39%	39
2024 Q1	$2.54M	Sell	11,118 -183	-2%	-$39.4K	0.38%	39
2023 Q4	$2.41M	Sell	11,301 -780	-6%	-$150K	0.45%	29
2023 Q3	$2.28M	Buy	12,081 +80	+0.7%	+$15.9K	0.47%	26
2023 Q2	$2.39M	Sell	12,001 -83	-0.7%	-$15.7K	0.46%	26
2023 Q1	$2.29M	Sell	12,084 -633	-5%	-$123K	0.46%	26
2022 Q4	$2.33M	Buy	12,717 +3,584	+39%	+$664K	0.48%	27
2022 Q3	$1.56M	Sell	9,133 -279	-3%	-$52.7K	0.31%	36
2022 Q2	$1.66M	Sell	9,412 -12,305	-57%	-$2.38M	0.32%	35
2022 Q1	$4.62M	Buy	21,717 +18,728	+627%	+$3.94M	0.77%	18
2021 Q4	$676K	Buy	2,989 +793	+36%	+$180K	0.12%	67
2021 Q3	$480K	Buy	2,196 +128	+6%	+$28.5K	0.09%	91
2021 Q2	$466K	Hold	2,068	–	–	0.09%	102
2021 Q1	$443K	Hold	2,068	–	–	0.09%	98
2020 Q4	$403K	Hold	2,068	–	–	0.09%	105
2020 Q3	$318K	Sell	2,068 -5	-0.2%	-$768	0.08%	114
2020 Q2	$302K	Buy	+2,073	New	+$278K	0.08%	114

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

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 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

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

Evermay Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 29% in Q2 2026, selling an estimated $994K and leaving 8,656 shares worth $2.62M. The position accounts for 0.27% of the portfolio, ranked #37.

Evermay Wealth Management first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.62M in Q1 2022. 1,049 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Evermay Wealth Management held 8,656 shares of Vanguard Small-Cap ETF worth $2.62M as of Q2 2026.
Evermay Wealth Management sold 3,467 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $994K.
Vanguard Small-Cap ETF made up 0.27% of Evermay Wealth Management's portfolio in Q2 2026, its #37 holding.
Evermay Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Evermay Wealth Management's Vanguard Small-Cap ETF position peaked at $4.62M in Q1 2022.
1,049 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.