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Gibson Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Gibson Wealth Advisors’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 		$3.4M Sell
11,205
-318
-3% -$91.1K 2.12% 7
2026
Q1 		$3.02M Sell
11,523
-38
-0.3% -$10.3K 2.02% 8
2025
Q4 		$2.98M Sell
11,561
-125
-1% -$32K 2.04% 7
2025
Q3 		$2.97M Sell
11,686
-402
-3% -$99.7K 2.11% 7
2025
Q2 		$2.86M Sell
12,088
-134
-1% -$29.9K 2.13% 7
2025
Q1 		$2.71M Buy
12,222
+86
+0.7% +$20.5K 2.17% 7
2024
Q4 		$2.92M Buy
12,136
+329
+3% +$81K 2.41% 6
2024
Q3 		$2.8M Buy
11,807
+28
+0.2% +$6.36K 2.28% 6
2024
Q2 		$2.57M Sell
11,779
-184
-2% -$40.4K 2.4% 6
2024
Q1 		$2.73M Buy
+11,963
New +$2.57M 2.64% 6
2022
Q4 		$143M Buy
773,563
+759,660
+5,464% +$141M 2.76% 6
2022
Q3 		$2.38M Sell
13,903
-1,922
-12% -$363K 2.73% 6
2022
Q2 		$2.79M Sell
15,825
-320
-2% -$61.8K 3.11% 6
2022
Q1 		$3.43M Sell
16,145
-279
-2% -$58.7K 3.5% 6
2021
Q4 		$3.71M Buy
+16,424
New +$3.73M 3.82% 6

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Gibson Wealth Advisors's VB Position: Q2 2026 in Review

Gibson Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 2.8% in Q2 2026, selling an estimated $91.1K and leaving 11,205 shares worth $3.4M. The position accounts for 2.12% of the portfolio, ranked #7.

Gibson Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 15 quarters since. The position peaked at $143M in Q4 2022. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gibson Wealth Advisors held 11,205 shares of Vanguard Small-Cap ETF worth $3.4M as of Q2 2026.
  • Gibson Wealth Advisors sold 318 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $91.1K.
  • Vanguard Small-Cap ETF made up 2.12% of Gibson Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Gibson Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Gibson Wealth Advisors's Vanguard Small-Cap ETF position peaked at $143M in Q4 2022.
  • 578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Gibson Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.