HAM
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Harmony Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Harmony Asset 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 		$1.5M Buy
4,959
+247
+5% +$70.8K 0.4% 61
2026
Q1 		$1.23M Buy
4,712
+205
+5% +$55.5K 0.38% 67
2025
Q4 		$1.16M Buy
4,507
+1,262
+39% +$323K 0.39% 68
2025
Q3 		$825K Buy
3,245
+627
+24% +$155K 0.28% 86
2025
Q2 		$620K Buy
2,618
+206
+9% +$46K 0.23% 101
2025
Q1 		$535K Buy
2,412
+418
+21% +$99.8K 0.22% 101
2024
Q4 		$479K Buy
1,994
+57
+3% +$14K 0.19% 102
2024
Q3 		$459K Buy
1,937
+312
+19% +$70.9K 0.17% 109
2024
Q2 		$354K Sell
1,625
-44
-3% -$9.66K 0.15% 113
2024
Q1 		$382K Buy
+1,669
New +$359K 0.16% 105

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

Harmony Asset Management's VB Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard Small-Cap ETF (VB) stake by 5.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 4,959 shares worth $1.5M. The position accounts for 0.4% of the portfolio, ranked #61.

Harmony Asset Management first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Harmony Asset Management held 4,959 shares of Vanguard Small-Cap ETF worth $1.5M as of Q2 2026.
  • Harmony Asset Management bought 247 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $70.8K.
  • Vanguard Small-Cap ETF made up 0.4% of Harmony Asset Management's portfolio in Q2 2026, its #61 holding.
  • Harmony Asset Management first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.