LWA
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Ledgewood Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Ledgewood Wealth 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 		$205K Buy
+675
New +$193K 0.11% 72

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

Ledgewood Wealth Advisors's VB Position: Q2 2026 in Review

Ledgewood Wealth Advisors opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 675 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #72 among its holdings.

499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Ledgewood Wealth Advisors held 675 shares of Vanguard Small-Cap ETF worth $205K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Ledgewood Wealth Advisors position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.11% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.