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

Nestegg 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 		$971K Buy
3,204
+6
+0.2% +$1.72K 0.69% 20
2026
Q1 		$838K Buy
3,198
+19
+0.6% +$5.14K 0.74% 21
2025
Q4 		$820K Buy
3,179
+180
+6% +$46.1K 0.7% 22
2025
Q3 		$763K Buy
2,999
+452
+18% +$112K 0.68% 20
2025
Q2 		$604K Hold
2,547
– – 0.58% 23
2025
Q1 		$565K Buy
2,547
+191
+8% +$45.6K 0.6% 24
2024
Q4 		$587K Buy
+2,356
New +$580K 0.59% 24

Other funds holding VB

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Nestegg Advisors's VB Position: Q2 2026 in Review

Nestegg Advisors increased its Vanguard Small-Cap ETF (VB) stake by 0.19% in Q2 2026, buying an estimated $1.72K and bringing the position to 3,204 shares worth $971K. The position accounts for 0.69% of the portfolio, ranked #20.

Nestegg Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Nestegg Advisors held 3,204 shares of Vanguard Small-Cap ETF worth $971K as of Q2 2026.
  • Nestegg Advisors bought 6 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.72K.
  • Vanguard Small-Cap ETF made up 0.69% of Nestegg Advisors's portfolio in Q2 2026, its #20 holding.
  • Nestegg Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.