MSA
VB icon

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

Marathon Strategic 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 		$917K Sell
3,024
-9
-0.3% -$2.58K 0.52% 24
2026
Q1 		$794K Sell
3,033
-2
-0.1% -$541 0.57% 27
2025
Q4 		$783K Sell
3,035
-9
-0.3% -$2.31K 0.6% 28
2025
Q3 		$774K Buy
3,044
+52
+2% +$12.9K 0.62% 27
2025
Q2 		$709K Hold
2,992
– – 0.66% 23
2025
Q1 		$663K Sell
2,992
-43
-1% -$10.3K 0.71% 21
2024
Q4 		$729K Sell
3,035
-46
-1% -$11.3K 0.79% 21
2024
Q3 		$731K Sell
3,081
-86
-3% -$19.5K 0.77% 21
2024
Q2 		$691K Buy
+3,167
New +$695K 0.81% 21
2024
Q1 		– Sell
-3,196
Closed -$682K – 33
2023
Q4 		$682K Buy
+3,196
New +$616K 0.92% 20

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

Marathon Strategic Advisors's VB Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 0.3% in Q2 2026, selling an estimated $2.58K and leaving 3,024 shares worth $917K. The position accounts for 0.52% of the portfolio, ranked #24.

Marathon Strategic Advisors first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 856 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Marathon Strategic Advisors held 3,024 shares of Vanguard Small-Cap ETF worth $917K as of Q2 2026.
  • Marathon Strategic Advisors sold 9 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $2.58K.
  • Vanguard Small-Cap ETF made up 0.52% of Marathon Strategic Advisors's portfolio in Q2 2026, its #24 holding.
  • Marathon Strategic Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 856 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.