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

Forza 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 		$427K Hold
1,410
– – 0.13% 144
2026
Q1 		$369K Hold
1,410
– – 0.13% 151
2025
Q4 		$364K Hold
1,410
– – 0.13% 148
2025
Q3 		$359K Hold
1,410
– – 0.14% 146
2025
Q2 		$334K Buy
+1,410
New +$315K 0.14% 147

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Forza Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,410 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #144.

Forza Wealth Management first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Forza Wealth Management held 1,410 shares of Vanguard Small-Cap ETF worth $427K as of Q2 2026.
  • Forza Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.13% of Forza Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Forza Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.