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

New Perspectives 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 		$204K Buy
+674
New +$193K 0.06% 49

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GC
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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

New Perspectives Inc's VB Position: Q2 2026 in Review

New Perspectives Inc opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 674 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #49 among its holdings.

928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • New Perspectives Inc held 674 shares of Vanguard Small-Cap ETF worth $204K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new New Perspectives Inc position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.06% of New Perspectives Inc's portfolio in Q2 2026, its #49 holding.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.