NWMG
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National Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History

National Wealth Management Group’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 		$346K Sell
1,140
-5
-0.4% -$1.43K 0.11% 155
2026
Q1 		$300K Sell
1,145
-987
-46% -$267K 0.11% 159
2025
Q4 		$550K Buy
2,132
+673
+46% +$172K 0.19% 117
2025
Q3 		$371K Buy
1,459
+329
+29% +$81.6K 0.14% 166
2025
Q2 		$268K Buy
1,130
+66
+6% +$14.7K 0.15% 132
2025
Q1 		$236K Buy
1,064
+8
+0.8% +$1.91K 0.16% 128
2024
Q4 		$254K Buy
1,056
+209
+25% +$51.4K 0.17% 118
2024
Q3 		$201K Buy
+847
New +$192K 0.14% 136

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

National Wealth Management Group's VB Position: Q2 2026 in Review

National Wealth Management Group reduced its Vanguard Small-Cap ETF (VB) stake by 0.44% in Q2 2026, selling an estimated $1.43K and leaving 1,140 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #155.

National Wealth Management Group first reported a position in VB in Q3 2024 and has held it in 8 quarters since. The position peaked at $550K in Q4 2025. 738 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • National Wealth Management Group held 1,140 shares of Vanguard Small-Cap ETF worth $346K as of Q2 2026.
  • National Wealth Management Group sold 5 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Small-Cap ETF made up 0.11% of National Wealth Management Group's portfolio in Q2 2026, its #155 holding.
  • National Wealth Management Group first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • National Wealth Management Group's Vanguard Small-Cap ETF position peaked at $550K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.