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Nations Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Nations Financial 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 		$1.42M Sell
4,690
-61
-1% -$17.5K 0.07% 286
2026
Q1 		$1.24M Sell
4,751
-37
-0.8% -$10K 0.06% 317
2025
Q4 		$1.24M Sell
4,788
-39
-0.8% -$9.99K 0.07% 295
2025
Q3 		$1.23M Sell
4,827
-116
-2% -$28.8K 0.08% 275
2025
Q2 		$1.17M Sell
4,943
-246
-5% -$54.9K 0.08% 256
2025
Q1 		$1.15M Sell
5,189
-14,919
-74% -$3.56M 0.09% 250
2024
Q4 		$4.83M Buy
20,108
+544
+3% +$134K 0.35% 68
2024
Q3 		$4.64M Buy
19,564
+10,903
+126% +$2.48M 0.34% 70
2024
Q2 		$1.89M Sell
8,661
-177
-2% -$38.9K 0.15% 155
2024
Q1 		$2.02M Sell
8,838
-3,233
-27% -$695K 0.17% 144
2023
Q4 		$2.58M Sell
12,071
-335
-3% -$64.5K 0.24% 104
2023
Q3 		$2.35M Sell
12,406
-279
-2% -$55.6K 0.24% 106
2023
Q2 		$2.52M Sell
12,685
-36
-0.3% -$6.8K 0.25% 99
2023
Q1 		$2.41M Buy
12,721
+296
+2% +$57.4K 0.25% 102
2022
Q4 		$2.28M Buy
12,425
+2,113
+20% +$392K 0.26% 102
2022
Q3 		$1.76M Buy
10,312
+334
+3% +$63.1K 0.26% 94
2022
Q2 		$1.76M Buy
9,978
+648
+7% +$125K 0.24% 111
2022
Q1 		$1.98M Buy
9,330
+1,769
+23% +$372K 0.24% 100
2021
Q4 		$1.71M Buy
7,561
+472
+7% +$107K 0.22% 112
2021
Q3 		$1.55M Sell
7,089
-327
-4% -$72.7K 0.24% 104
2021
Q2 		$1.67M Buy
7,416
+1,485
+25% +$329K 0.28% 87
2021
Q1 		$1.27M Buy
5,931
+116
+2% +$24.4K 0.29% 94
2020
Q4 		$1.13M Buy
5,815
+343
+6% +$60.5K 0.3% 90
2020
Q3 		$842K Sell
5,472
-21
-0.4% -$3.23K 0.26% 110
2020
Q2 		$801K Buy
5,493
+736
+15% +$98.8K 0.28% 105
2020
Q1 		$549K Buy
4,757
+907
+24% +$136K 0.23% 135
2019
Q4 		$638K Buy
3,850
+428
+13% +$68.2K 0.22% 144
2019
Q3 		$535K Buy
+3,422
New +$531K 0.19% 160
2016
Q4 		– Sell
-2,977
Closed -$364K – 161
2016
Q3 		$364K Buy
2,977
+144
+5% +$17.4K 0.36% 87
2016
Q2 		$328K Buy
2,833
+132
+5% +$15K 0.34% 91
2016
Q1 		$301K Buy
2,701
+187
+7% +$19.4K 0.35% 90
2015
Q4 		$278K Buy
+2,514
New +$285K 0.36% 86

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

Nations Financial Group's VB Position: Q2 2026 in Review

Nations Financial Group reduced its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q2 2026, selling an estimated $17.5K and leaving 4,690 shares worth $1.42M. The position accounts for 0.07% of the portfolio, ranked #286.

Nations Financial Group first reported a position in VB in Q4 2015 and has held it in 32 quarters since. The position peaked at $4.83M in Q4 2024. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Nations Financial Group held 4,690 shares of Vanguard Small-Cap ETF worth $1.42M as of Q2 2026.
  • Nations Financial Group sold 61 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Small-Cap ETF made up 0.07% of Nations Financial Group's portfolio in Q2 2026, its #286 holding.
  • Nations Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 32 quarters since.
  • Nations Financial Group's Vanguard Small-Cap ETF position peaked at $4.83M in Q4 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.