FAG
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Fortitude Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Fortitude Advisory Group’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 		$704K Buy
2,323
+289
+14% +$82.8K 0.27% 83
2026
Q1 		$533K Buy
2,034
+483
+31% +$131K 0.24% 90
2025
Q4 		$400K Sell
1,551
-214
-12% -$54.8K 0.17% 102
2025
Q3 		$449K Buy
1,765
+537
+44% +$133K 0.24% 88
2025
Q2 		$291K Sell
1,228
-126
-9% -$28.1K 0.17% 139
2025
Q1 		$278K Sell
1,354
-999
-42% -$239K 0.2% 123
2024
Q4 		$565K Buy
2,353
+108
+5% +$26.6K 0.34% 60
2024
Q3 		$533K Sell
2,245
-233
-9% -$52.9K 0.34% 62
2024
Q2 		$540K Buy
2,478
+155
+7% +$34K 0.32% 61
2024
Q1 		$531K Buy
2,323
+141
+6% +$30.3K 0.3% 75
2023
Q4 		$465K Sell
2,182
-86
-4% -$16.6K 0.28% 76
2023
Q3 		$429K Buy
2,268
+116
+5% +$23.1K 0.29% 77
2023
Q2 		$428K Buy
2,152
+267
+14% +$50.5K 0.31% 81
2023
Q1 		$357K Buy
1,885
+215
+13% +$41.7K 0.28% 94
2022
Q4 		$307K Buy
+1,670
New +$310K 0.26% 115
2022
Q2 		– Sell
-1,573
Closed -$334K – 1238
2022
Q1 		$334K Buy
1,573
+90
+6% +$18.9K 0.18% 109
2021
Q4 		$335K Buy
+1,483
New +$337K 0.17% 115

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
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
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Fortitude Advisory Group's VB Position: Q2 2026 in Review

Fortitude Advisory Group increased its Vanguard Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $82.8K and bringing the position to 2,323 shares worth $704K. The position accounts for 0.27% of the portfolio, ranked #83.

Fortitude Advisory Group first reported a position in VB in Q4 2021 and has held it in 17 quarters since. 1,113 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Fortitude Advisory Group held 2,323 shares of Vanguard Small-Cap ETF worth $704K as of Q2 2026.
  • Fortitude Advisory Group bought 289 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $82.8K.
  • Vanguard Small-Cap ETF made up 0.27% of Fortitude Advisory Group's portfolio in Q2 2026, its #83 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.