NWWA
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New Wave Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

New Wave Wealth 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 		$1.11M Buy
3,668
+446
+14% +$128K 0.3% 72
2026
Q1 		$844K Buy
3,222
+139
+5% +$37.6K 0.29% 65
2025
Q4 		$795K Buy
+3,083
New +$790K 0.29% 70

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

New Wave Wealth Advisors's VB Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 3,668 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #72.

New Wave Wealth Advisors first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • New Wave Wealth Advisors held 3,668 shares of Vanguard Small-Cap ETF worth $1.11M as of Q2 2026.
  • New Wave Wealth Advisors bought 446 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Small-Cap ETF made up 0.3% of New Wave Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • New Wave Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.