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

LifeGuide Financial 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 		$499K Hold
1,646
– – 0.14% 30
2026
Q1 		$431K Hold
1,646
– – 0.14% 31
2025
Q4 		$430K Sell
1,646
-93
-5% -$23.8K 0.14% 31
2025
Q3 		$416K Hold
1,739
– – 0.15% 37
2025
Q2 		$412K Sell
1,739
-68
-4% -$15.2K 0.15% 37
2025
Q1 		$401K Buy
1,807
+1
+0.1% +$239 0.16% 32
2024
Q4 		$434K Hold
1,806
– – 0.19% 30
2024
Q3 		$428K Hold
1,806
– – 0.18% 31
2024
Q2 		$394K Hold
1,806
– – 0.19% 32
2024
Q1 		$413K Sell
1,806
-497
-22% -$107K 0.21% 29
2023
Q4 		$491K Buy
2,303
+326
+16% +$62.8K 0.26% 30
2023
Q3 		$374K Hold
1,977
– – 0.22% 30
2023
Q2 		$393K Hold
1,977
– – 0.27% 29
2023
Q1 		$375K Hold
1,977
– – 0.3% 23
2022
Q4 		$363K Hold
1,977
– – 0.31% 22
2022
Q3 		$338K Hold
1,977
– – 0.33% 21
2022
Q2 		$348K Buy
1,977
+332
+20% +$64.1K 0.32% 21
2022
Q1 		$350K Hold
1,645
– – 0.27% 21
2021
Q4 		$372K Buy
+1,645
New +$374K 0.28% 19

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

LifeGuide Financial Advisors's VB Position: Q2 2026 in Review

LifeGuide Financial Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,646 shares worth $499K. The position accounts for 0.14% of the portfolio, ranked #30.

LifeGuide Financial Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • LifeGuide Financial Advisors held 1,646 shares of Vanguard Small-Cap ETF worth $499K as of Q2 2026.
  • LifeGuide Financial Advisors left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.14% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • LifeGuide Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.