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Noble Wealth Management PBC’s Vanguard Small-Cap ETF VB Stock Holding History

Noble Wealth Management PBC’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 		$2.29M Sell
7,539
-621
-8% -$178K 1.02% 27
2026
Q1 		$2.14M Buy
8,160
+27
+0.3% +$7.31K 1.07% 27
2025
Q4 		$2.1M Sell
8,133
-135
-2% -$34.6K 1.05% 26
2025
Q3 		$2.1M Buy
+8,268
New +$2.05M 1.12% 25
2025
Q1 		$181K Buy
816
+218
+36% +$52.1K 0.12% 128
2024
Q4 		$144K Buy
+598
New +$147K 0.1% 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
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

Noble Wealth Management PBC's VB Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Small-Cap ETF (VB) stake by 7.6% in Q2 2026, selling an estimated $178K and leaving 7,539 shares worth $2.29M. The position accounts for 1.02% of the portfolio, ranked #27.

Noble Wealth Management PBC first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Noble Wealth Management PBC held 7,539 shares of Vanguard Small-Cap ETF worth $2.29M as of Q2 2026.
  • Noble Wealth Management PBC sold 621 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Small-Cap ETF made up 1.02% of Noble Wealth Management PBC's portfolio in Q2 2026, its #27 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.