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J.W. Coons Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

J.W. Coons 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
2025
Q2 		$428K Buy
1,807
+480
+36% +$107K 0.1% 172
2025
Q1 		$294K Hold
1,327
– – 0.08% 193
2024
Q4 		$319K Sell
1,327
-813
-38% -$200K 0.08% 191
2024
Q3 		$508K Buy
2,140
+50
+2% +$11.4K 0.13% 149
2024
Q2 		$456K Buy
2,090
+155
+8% +$34K 0.11% 151
2024
Q1 		$442K Buy
1,935
+135
+8% +$29K 0.1% 163
2023
Q4 		$384K Buy
1,800
+250
+16% +$48.2K 0.1% 165
2023
Q3 		$293K Buy
1,550
+100
+7% +$19.9K 0.08% 187
2023
Q2 		$288K Buy
1,450
+150
+12% +$28.3K 0.08% 200
2023
Q1 		$247K Sell
1,300
-415
-24% -$80.5K 0.07% 214
2022
Q4 		$315K Buy
1,715
+15
+0.9% +$2.78K 0.09% 183
2022
Q3 		$291K Hold
1,700
– – 0.11% 177
2022
Q2 		$301K Buy
1,700
+4
+0.2% +$772 0.11% 189
2022
Q1 		$360K Buy
+1,696
New +$357K 0.11% 180

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

J.W. Coons Advisors's VB Position: Q2 2025 in Review

J.W. Coons Advisors increased its Vanguard Small-Cap ETF (VB) stake by 36% in Q2 2025, buying an estimated $107K and bringing the position to 1,807 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #172.

J.W. Coons Advisors first reported a position in VB in Q1 2022 and has held it in 14 quarters since. The position peaked at $508K in Q3 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • J.W. Coons Advisors held 1,807 shares of Vanguard Small-Cap ETF worth $428K as of Q2 2025.
  • J.W. Coons Advisors bought 480 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $107K.
  • Vanguard Small-Cap ETF made up 0.1% of J.W. Coons Advisors's portfolio in Q2 2025, its #172 holding.
  • J.W. Coons Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • J.W. Coons Advisors's Vanguard Small-Cap ETF position peaked at $508K in Q3 2024.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.