Lord & Richards Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lord & Richards Wealth Management’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	$2.45M	Buy	8,098 +318	+4%	+$91.1K	1.92%	14
2026 Q1	$2.04M	Buy	7,780 +245	+3%	+$66.3K	1.79%	15
2025 Q4	$1.94M	Buy	7,535 +2,723	+57%	+$698K	1.67%	14
2025 Q3	$1.22M	Buy	4,812 +380	+9%	+$94.2K	1.12%	30
2025 Q2	$1.05M	Buy	4,432 +672	+18%	+$150K	1.1%	30
2025 Q1	$834K	Buy	3,760 +1,982	+111%	+$473K	0.95%	35
2024 Q4	$427K	Buy	+1,778	New	+$437K	0.9%	47

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

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

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Lord & Richards Wealth Management's VB Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q2 2026, buying an estimated $91.1K and bringing the position to 8,098 shares worth $2.45M. The position accounts for 1.92% of the portfolio, ranked #14.

Lord & Richards Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 826 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lord & Richards Wealth Management held 8,098 shares of Vanguard Small-Cap ETF worth $2.45M as of Q2 2026.
Lord & Richards Wealth Management bought 318 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $91.1K.
Vanguard Small-Cap ETF made up 1.92% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #14 holding.
Lord & Richards Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
826 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.