Heck Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Heck Capital 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	$1.12M	Buy	3,686 +1,295	+54%	+$371K	0.07%	120
2026 Q1	$626K	Buy	2,391 +4	+0.2%	+$1.08K	0.05%	133
2025 Q4	$616K	Buy	2,387 +8	+0.3%	+$2.05K	0.05%	133
2025 Q3	$606K	Sell	2,379 -1,561	-40%	-$387K	0.05%	132
2025 Q2	$935K	Buy	3,940 +2,770	+237%	+$618K	0.08%	103
2025 Q1	$259K	Buy	1,170 +5	+0.4%	+$1.19K	0.03%	144
2024 Q4	$280K	Buy	1,165 +8	+0.7%	+$1.97K	0.03%	134
2024 Q3	$275K	Buy	1,157 +4	+0.3%	+$909	0.03%	135
2024 Q2	$251K	Hold	1,153	–	–	0.03%	133
2024 Q1	$264K	Buy	1,153 +3	+0.3%	+$645	0.04%	128
2023 Q4	$245K	Buy	1,150 +6	+0.5%	+$1.16K	0.04%	127
2023 Q3	$216K	Buy	1,144 +5	+0.4%	+$996	0.04%	124
2023 Q2	$227K	Sell	1,139 -1,348	-54%	-$255K	0.04%	116
2023 Q1	$471K	Buy	2,487 +10	+0.4%	+$1.94K	0.09%	81
2022 Q4	$455K	Buy	2,477 +509	+26%	+$94.3K	0.09%	91
2022 Q3	$336K	Buy	1,968 +7	+0.4%	+$1.32K	0.07%	93
2022 Q2	$345K	Buy	1,961 +7	+0.4%	+$1.35K	0.07%	93
2022 Q1	$415K	Buy	1,954 +2	+0.1%	+$421	0.08%	91
2021 Q4	$441K	Buy	1,952 +9	+0.5%	+$2.04K	0.08%	89
2021 Q3	$425K	Buy	1,943 +5	+0.3%	+$1.11K	0.08%	90
2021 Q2	$437K	Buy	1,938 +273	+16%	+$60.5K	0.09%	91
2021 Q1	$356K	Hold	1,665	–	–	0.08%	90
2020 Q4	$324K	Buy	+1,665	New	+$294K	0.08%	86

Other funds holding VB

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return