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

LifeSteps Financial’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 		$61.5K Buy
+203
New +$58.2K 0.03% 195
2024
Q2 		– Sell
-208
Closed -$47.5K – 392
2024
Q1 		$47.5K Buy
+208
New +$44.7K 0.04% 156

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

LifeSteps Financial's VB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 203 shares worth $61.5K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VB as recently as Q1 2024.

LifeSteps Financial first reported a position in VB in Q1 2024 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • LifeSteps Financial held 203 shares of Vanguard Small-Cap ETF worth $61.5K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #195 holding.
  • LifeSteps Financial first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.