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FC Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

FC Advisory’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 		$1.2M Buy
3,950
+153
+4% +$43.8K 0.32% 47
2026
Q1 		$994K Buy
3,797
+79
+2% +$21.4K 0.29% 50
2025
Q4 		$959K Sell
3,718
-56
-1% -$14.3K 0.28% 55
2025
Q3 		$960K Buy
3,774
+34
+0.9% +$8.43K 0.28% 53
2025
Q2 		$886K Sell
3,740
-34
-0.9% -$7.58K 0.27% 54
2025
Q1 		$837K Sell
3,774
-45
-1% -$10.7K 0.28% 52
2024
Q4 		$918K Sell
3,819
-77
-2% -$18.9K 0.31% 46
2024
Q3 		$924K Buy
3,896
+748
+24% +$170K 0.31% 46
2024
Q2 		$686K Buy
3,148
+78
+3% +$17.1K 0.25% 55
2024
Q1 		$702K Buy
3,070
+196
+7% +$42.2K 0.26% 52
2023
Q4 		$613K Sell
2,874
-520
-15% -$100K 0.24% 55
2023
Q3 		$642K Buy
3,394
+311
+10% +$62K 0.27% 51
2023
Q2 		$613K Buy
3,083
+356
+13% +$67.3K 0.25% 53
2023
Q1 		$517K Buy
2,727
+12
+0.4% +$2.33K 0.23% 57
2022
Q4 		$498K Buy
2,715
+604
+29% +$112K 0.24% 54
2022
Q3 		$361K Sell
2,111
-22
-1% -$4.15K 0.18% 62
2022
Q2 		$376K Buy
2,133
+129
+6% +$24.9K 0.18% 63
2022
Q1 		$426K Buy
2,004
+304
+18% +$64K 0.18% 49
2021
Q4 		$384K Buy
1,700
+214
+14% +$48.6K 0.16% 51
2021
Q3 		$325K Sell
1,486
-48
-3% -$10.7K 0.15% 55
2021
Q2 		$346K Buy
1,534
+44
+3% +$9.75K 0.15% 53
2021
Q1 		$319K Buy
1,490
+24
+2% +$5.06K 0.16% 55
2020
Q4 		$285K Buy
1,466
+72
+5% +$12.7K 0.14% 53
2020
Q3 		$214K Buy
+1,394
New +$214K 0.12% 56

Other funds holding VB

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FC Advisory's VB Position: Q2 2026 in Review

FC Advisory increased its Vanguard Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $43.8K and bringing the position to 3,950 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #47.

FC Advisory first reported a position in VB in Q3 2020 and has held it in 24 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • FC Advisory held 3,950 shares of Vanguard Small-Cap ETF worth $1.2M as of Q2 2026.
  • FC Advisory bought 153 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $43.8K.
  • Vanguard Small-Cap ETF made up 0.32% of FC Advisory's portfolio in Q2 2026, its #47 holding.
  • FC Advisory first reported a position in Vanguard Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.