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

Mayflower 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 		$1.55M Buy
5,110
+1,759
+52% +$504K 0.13% 138
2026
Q1 		$878K Buy
3,351
+1
+0% +$271 0.11% 185
2025
Q4 		$864K Sell
3,350
-218
-6% -$55.8K 0.1% 175
2025
Q3 		$907K Buy
3,568
+17
+0.5% +$4.22K 0.11% 167
2025
Q2 		$842K Buy
3,551
+6
+0.2% +$1.34K 0.12% 173
2025
Q1 		$786K Buy
3,545
+170
+5% +$40.6K 0.12% 165
2024
Q4 		$811K Sell
3,375
-253
-7% -$62.3K 0.12% 162
2024
Q3 		$861K Buy
3,628
+287
+9% +$65.2K 0.13% 152
2024
Q2 		$728K Sell
3,341
-75
-2% -$16.5K 0.12% 165
2024
Q1 		$781K Buy
3,416
+76
+2% +$16.3K 0.13% 161
2023
Q4 		$713K Buy
3,340
+165
+5% +$31.8K 0.1% 168
2023
Q3 		$600K Sell
3,175
-189
-6% -$37.7K 0.09% 170
2023
Q2 		$669K Sell
3,364
-24
-0.7% -$4.54K 0.09% 169
2023
Q1 		$642K Sell
3,388
-2
-0.1% -$388 0.08% 172
2022
Q4 		$622K Sell
3,390
-26
-0.8% -$4.82K 0.09% 164
2022
Q3 		$584K Buy
3,416
+163
+5% +$30.8K 0.09% 157
2022
Q2 		$573K Sell
3,253
-593
-15% -$115K 0.09% 171
2022
Q1 		$817K Buy
3,846
+150
+4% +$31.6K 0.11% 136
2021
Q4 		$835K Buy
3,696
+311
+9% +$70.7K 0.11% 131
2021
Q3 		$771K Sell
3,385
-35
-1% -$7.78K 0.1% 137
2021
Q2 		$770K Buy
3,420
+87
+3% +$19.3K 0.11% 130
2021
Q1 		$714K Sell
3,333
-32
-1% -$6.74K 0.11% 128
2020
Q4 		$655K Buy
+3,365
New +$594K 0.11% 130

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Mayflower Financial Advisors increased its Vanguard Small-Cap ETF (VB) stake by 52% in Q2 2026, buying an estimated $504K and bringing the position to 5,110 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #138.

Mayflower Financial Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 1,046 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Mayflower Financial Advisors held 5,110 shares of Vanguard Small-Cap ETF worth $1.55M as of Q2 2026.
  • Mayflower Financial Advisors bought 1,759 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $504K.
  • Vanguard Small-Cap ETF made up 0.13% of Mayflower Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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