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

Legacy 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 		$3M Buy
9,884
+100
+1% +$28.7K 0.28% 49
2026
Q1 		$2.56M Sell
9,784
-907
-8% -$245K 0.3% 47
2025
Q4 		$2.76M Buy
10,691
+1,047
+11% +$268K 0.3% 47
2025
Q3 		$2.46M Buy
+9,644
New +$2.39M 0.3% 45
2025
Q2 		– Sell
-9,669
Closed -$2.14M – 384
2025
Q1 		$2.14M Sell
9,669
-329
-3% -$78.6K 0.22% 84
2024
Q4 		$2.4M Buy
9,998
+5,508
+123% +$1.36M 0.23% 71
2024
Q3 		$1.07M Hold
4,490
– – 0.12% 141
2024
Q2 		$983K Hold
4,490
– – 0.12% 131
2024
Q1 		$1.03M Hold
4,490
– – 0.13% 132
2023
Q4 		$958K Buy
+4,490
New +$865K 0.12% 131
2020
Q1 		– Sell
-1,330
Closed -$220K – 133
2019
Q4 		$220K Hold
1,330
– – 0.14% 124
2019
Q3 		$205K Hold
1,330
– – 0.15% 104
2019
Q2 		$209K Buy
+1,330
New +$206K 0.14% 105

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Legacy Advisors's VB Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard Small-Cap ETF (VB) stake by 1% in Q2 2026, buying an estimated $28.7K and bringing the position to 9,884 shares worth $3M. The position accounts for 0.28% of the portfolio, ranked #49.

Legacy Advisors first reported a position in VB in Q2 2019 and has held it in 13 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Legacy Advisors held 9,884 shares of Vanguard Small-Cap ETF worth $3M as of Q2 2026.
  • Legacy Advisors bought 100 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $28.7K.
  • Vanguard Small-Cap ETF made up 0.28% of Legacy Advisors's portfolio in Q2 2026, its #49 holding.
  • Legacy Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2019 and has held it in 13 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.