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Financial Gravity Companies’s Vanguard Small-Cap ETF VB Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$24.4K Buy
+103
New +$23K ﹤0.01% 421
2024
Q4 		$42.6K Hold
177
– – 0.01% 312
2024
Q3 		$41.9K Buy
+177
New +$40.2K 0.01% 196
2018
Q4 		$6K Buy
+41
New +$5.97K 0.01% 685
2018
Q1 		$59K Buy
+399
New +$59.6K 0.06% 270

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Gravity Companies's VB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2025: 103 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VB as recently as Q4 2024.

Financial Gravity Companies first reported a position in VB in Q1 2018 and has held it in 5 quarters since. The position peaked at $59K in Q1 2018. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Financial Gravity Companies held 103 shares of Vanguard Small-Cap ETF worth $24.4K as of Q2 2025.
  • Vanguard Small-Cap ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Small-Cap ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #421 holding.
  • Financial Gravity Companies first reported a position in Vanguard Small-Cap ETF in Q1 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's Vanguard Small-Cap ETF position peaked at $59K in Q1 2018.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.