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Moneywise Inc’s Vanguard Small-Cap ETF VB Stock Holding History

Moneywise Inc’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 		$2.79M Sell
9,197
-234
-2% -$67.1K 1.04% 27
2026
Q1 		$2.47M Sell
9,431
-691
-7% -$187K 1.08% 27
2025
Q4 		$2.61M Buy
10,122
+5,431
+116% +$1.39M 1.09% 25
2025
Q3 		$1.19M Sell
4,691
-208
-4% -$51.6K 0.54% 32
2025
Q2 		$1.16M Sell
4,899
-8,165
-63% -$1.82M 0.54% 35
2025
Q1 		$2.9M Buy
13,064
+8,056
+161% +$1.92M 1.53% 18
2024
Q4 		$1.2M Sell
5,008
-201
-4% -$49.5K 0.6% 30
2024
Q3 		$1.24M Sell
5,209
-407
-7% -$92.5K 0.61% 35
2024
Q2 		$1.22M Sell
5,616
-111
-2% -$24.4K 0.65% 31
2024
Q1 		$1.31M Sell
5,727
-289
-5% -$62.2K 0.71% 29
2023
Q4 		$1.28M Sell
6,016
-329
-5% -$63.4K 0.74% 21
2023
Q3 		$1.2M Sell
6,345
-1,049
-14% -$209K 0.75% 22
2023
Q2 		$1.47M Sell
7,394
-203
-3% -$38.4K 0.91% 21
2023
Q1 		$1.44M Buy
7,597
+699
+10% +$136K 0.93% 21
2022
Q4 		$1.27M Buy
6,898
+91
+1% +$16.9K 0.95% 21
2022
Q3 		$1.16M Buy
6,807
+81
+1% +$15.3K 0.95% 20
2022
Q2 		$1.19M Buy
6,726
+62
+0.9% +$12K 0.92% 22
2022
Q1 		$1.42M Sell
6,664
-89
-1% -$18.7K 0.93% 21
2021
Q4 		$1.53M Sell
6,753
-961
-12% -$218K 0.98% 22
2021
Q3 		$1.69M Buy
7,714
+634
+9% +$141K 1.1% 21
2021
Q2 		$1.59M Sell
7,080
-791
-10% -$175K 1.09% 21
2021
Q1 		$1.69M Sell
7,871
-7
-0.1% -$1.48K 1.14% 19
2020
Q4 		$1.53M Sell
7,878
-218
-3% -$38.5K 1.1% 20
2020
Q3 		$1.25M Sell
8,096
-129
-2% -$19.8K 0.99% 23
2020
Q2 		$1.2M Buy
+8,225
New +$1.1M 0.96% 26

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
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

Moneywise Inc's VB Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $67.1K and leaving 9,197 shares worth $2.79M. The position accounts for 1.04% of the portfolio, ranked #27.

Moneywise Inc first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.9M in Q1 2025. 657 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Moneywise Inc held 9,197 shares of Vanguard Small-Cap ETF worth $2.79M as of Q2 2026.
  • Moneywise Inc sold 234 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $67.1K.
  • Vanguard Small-Cap ETF made up 1.04% of Moneywise Inc's portfolio in Q2 2026, its #27 holding.
  • Moneywise Inc first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Moneywise Inc's Vanguard Small-Cap ETF position peaked at $2.9M in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.