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

GoalFusion 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	$17.4M	Buy	57,414 +744	+1%	+$213K	7.03%	5
2026 Q1	$14.8M	Buy	56,670 +788	+1%	+$213K	6.73%	5
2025 Q4	$14.4M	Buy	55,882 +770	+1%	+$197K	6.67%	5
2025 Q3	$14M	Buy	55,112 +652	+1%	+$162K	6.69%	5
2025 Q2	$12.9M	Buy	54,460 +1,098	+2%	+$245K	6.63%	5
2025 Q1	$11.8M	Buy	53,362 +1,751	+3%	+$418K	6.48%	5
2024 Q4	$12.4M	Buy	51,611 +348	+0.7%	+$85.6K	6.76%	5
2024 Q3	$12.2M	Buy	51,263 +3,029	+6%	+$688K	6.74%	5
2024 Q2	$10.5M	Buy	48,234 +1,139	+2%	+$250K	6.54%	5
2024 Q1	$10.8M	Buy	47,095 +542	+1%	+$117K	6.86%	5
2023 Q4	$9.93M	Buy	46,553 +444	+1%	+$85.5K	6.77%	5
2023 Q3	$8.72M	Buy	46,109 +786	+2%	+$157K	6.48%	5
2023 Q2	$9.01M	Buy	45,323 +1,143	+3%	+$216K	6.64%	5
2023 Q1	$8.37M	Sell	44,180 -2,548	-5%	-$494K	6.58%	5
2022 Q4	$9.45M	Buy	46,728 +2,367	+5%	+$439K	7.62%	5
2022 Q3	$7.58M	Buy	44,361 +1,303	+3%	+$246K	7.17%	5
2022 Q2	$7.58M	Buy	43,058 +2,472	+6%	+$477K	7.11%	5
2022 Q1	$8.62M	Buy	40,586 +4,016	+11%	+$845K	7.43%	5
2021 Q4	$7.81M	Buy	+36,570	New	+$8.31M	7.68%	4

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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 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

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

GoalFusion Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q2 2026, buying an estimated $213K and bringing the position to 57,414 shares worth $17.4M. The position accounts for 7.03% of the portfolio, ranked #5.

GoalFusion Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

GoalFusion Wealth Management held 57,414 shares of Vanguard Small-Cap ETF worth $17.4M as of Q2 2026.
GoalFusion Wealth Management bought 744 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $213K.
Vanguard Small-Cap ETF made up 7.03% of GoalFusion Wealth Management's portfolio in Q2 2026, its #5 holding.
GoalFusion Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.