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Genesis Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Genesis Private Wealth’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 		$234K Buy
+773
New +$222K 0.07% 171

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

Genesis Private Wealth's VB Position: Q2 2026 in Review

Genesis Private Wealth opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 773 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings.

657 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Genesis Private Wealth held 773 shares of Vanguard Small-Cap ETF worth $234K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Genesis Private Wealth position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #171 holding.
  • 657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.