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Fiduciary Alliance’s Vanguard Small-Cap ETF VB Stock Holding History

Fiduciary Alliance’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 		$1.66M Buy
5,471
+263
+5% +$75.4K 0.11% 201
2026
Q1 		$1.45M Buy
5,208
+393
+8% +$106K 0.09% 220
2025
Q4 		$1.24M Buy
4,815
+345
+8% +$88.4K 0.08% 216
2025
Q3 		$1.14M Buy
4,470
+776
+21% +$192K 0.08% 218
2025
Q2 		$875K Sell
3,694
-202
-5% -$45.1K 0.07% 239
2025
Q1 		$864K Sell
3,896
-7
-0.2% -$1.67K 0.08% 184
2024
Q4 		$938K Buy
3,903
+292
+8% +$71.8K 0.09% 166
2024
Q3 		$856K Buy
3,611
+135
+4% +$30.7K 0.11% 119
2024
Q2 		$755K Buy
3,476
+2
+0.1% +$439 0.12% 99
2024
Q1 		$787K Sell
3,474
-3
-0.1% -$645 0.14% 99
2023
Q4 		$742K Buy
3,477
+136
+4% +$26.2K 0.15% 89
2023
Q3 		$632K Buy
3,341
+337
+11% +$67.1K 0.15% 88
2023
Q2 		$597K Buy
3,004
+23
+0.8% +$4.35K 0.13% 89
2023
Q1 		$565K Sell
2,981
-9
-0.3% -$1.75K 0.14% 86
2022
Q4 		$549K Buy
+2,990
New +$554K 0.14% 82

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
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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 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

Fiduciary Alliance's VB Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Small-Cap ETF (VB) stake by 5% in Q2 2026, buying an estimated $75.4K and bringing the position to 5,471 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #201.

Fiduciary Alliance first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 648 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Fiduciary Alliance held 5,471 shares of Vanguard Small-Cap ETF worth $1.66M as of Q2 2026.
  • Fiduciary Alliance bought 263 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $75.4K.
  • Vanguard Small-Cap ETF made up 0.11% of Fiduciary Alliance's portfolio in Q2 2026, its #201 holding.
  • Fiduciary Alliance first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 648 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.