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Intrinsic Value Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Intrinsic Value Partners’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 		$3.27M Buy
10,785
+200
+2% +$57.3K 2.23% 13
2026
Q1 		$2.77M Buy
10,585
+100
+1% +$27.1K 2.14% 12
2025
Q4 		$2.7M Buy
10,485
+1,057
+11% +$271K 2.03% 13
2025
Q3 		$2.4M Sell
9,428
-100
-1% -$24.8K 1.94% 14
2025
Q2 		$2.26M Buy
9,528
+1,443
+18% +$322K 2.01% 15
2025
Q1 		$1.79M Buy
8,085
+1,050
+15% +$251K 1.77% 16
2024
Q4 		$1.69M Sell
7,035
-150
-2% -$36.9K 1.7% 17
2024
Q3 		$1.7M Buy
7,185
+4,900
+214% +$1.11M 1.71% 17
2024
Q2 		$498K Buy
2,285
+5
+0.2% +$1.1K 0.52% 36
2024
Q1 		$521K Hold
2,280
– – 0.56% 40
2023
Q4 		$486K Buy
+2,280
New +$439K 0.57% 36

Other funds holding VB

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
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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Intrinsic Value Partners's VB Position: Q2 2026 in Review

Intrinsic Value Partners increased its Vanguard Small-Cap ETF (VB) stake by 1.9% in Q2 2026, buying an estimated $57.3K and bringing the position to 10,785 shares worth $3.27M. The position accounts for 2.23% of the portfolio, ranked #13.

Intrinsic Value Partners first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Intrinsic Value Partners held 10,785 shares of Vanguard Small-Cap ETF worth $3.27M as of Q2 2026.
  • Intrinsic Value Partners bought 200 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard Small-Cap ETF made up 2.23% of Intrinsic Value Partners's portfolio in Q2 2026, its #13 holding.
  • Intrinsic Value Partners first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.