HCWM
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Hidden Cove Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Hidden Cove 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 		$340K Buy
1,121
+26
+2% +$7.45K 0.19% 83
2026
Q1 		$287K Sell
1,095
-53
-5% -$14.3K 0.18% 77
2025
Q4 		$296K Hold
1,148
– – 0.19% 69
2025
Q3 		$292K Buy
+1,148
New +$285K 0.19% 64

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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Hidden Cove Wealth Management's VB Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 2.4% in Q2 2026, buying an estimated $7.45K and bringing the position to 1,121 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #83.

Hidden Cove Wealth Management first reported a position in VB in Q3 2025 and has held it in 4 quarters since. 738 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Hidden Cove Wealth Management held 1,121 shares of Vanguard Small-Cap ETF worth $340K as of Q2 2026.
  • Hidden Cove Wealth Management bought 26 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $7.45K.
  • Vanguard Small-Cap ETF made up 0.19% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Hidden Cove Wealth Management first reported a position in Vanguard Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 738 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.