GFWA
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Grey Fox Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Grey Fox 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 		$259K Buy
+856
New +$245K 0.04% 147
2025
Q4 		– Sell
-637
Closed -$163K – 576
2025
Q3 		$163K Buy
+637
New +$158K 0.03% 152
2023
Q2 		– Sell
-262
Closed -$49.7K – 487
2023
Q1 		$49.7K Buy
262
+1
+0.4% +$194 0.03% 185
2022
Q4 		$47.9K Buy
+261
New +$48.4K 0.03% 167

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
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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Grey Fox Wealth Advisors's VB Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 856 shares worth $259K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in VB as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Grey Fox Wealth Advisors held 856 shares of Vanguard Small-Cap ETF worth $259K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • 883 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.