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Oakworth Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Oakworth Capital’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 		$1.05M Buy
3,482
+83
+2% +$23.8K 0.05% 98
2026
Q1 		$890K Buy
3,399
+1,579
+87% +$427K 0.05% 101
2025
Q4 		$469K Hold
1,820
– – 0.03% 136
2025
Q3 		$463K Buy
1,820
+5
+0.3% +$1.24K 0.03% 140
2025
Q2 		$430K Hold
1,815
– – 0.03% 135
2025
Q1 		$402K Buy
1,815
+552
+44% +$132K 0.03% 136
2024
Q4 		$303K Hold
1,263
– – 0.02% 166
2024
Q3 		$300K Hold
1,263
– – 0.02% 165
2024
Q2 		$275K Buy
1,263
+50
+4% +$11K 0.02% 165
2024
Q1 		$277K Buy
1,213
+26
+2% +$5.59K 0.02% 167
2023
Q4 		$253K Sell
1,187
-8
-0.7% -$1.54K 0.02% 165
2023
Q3 		$226K Hold
1,195
– – 0.02% 152
2023
Q2 		$238K Buy
1,195
+300
+34% +$56.7K 0.02% 155
2023
Q1 		$170K Hold
895
– – 0.02% 182
2022
Q4 		$164K Hold
895
– – 0.02% 178
2022
Q3 		$153K Hold
895
– – 0.02% 181
2022
Q2 		$158K Sell
895
-426
-32% -$82.3K 0.02% 187
2022
Q1 		$281K Hold
1,321
– – 0.02% 153
2021
Q4 		$299K Hold
1,321
– – 0.03% 151
2021
Q3 		$289K Hold
1,321
– – 0.03% 143
2021
Q2 		$298K Sell
1,321
-870
-40% -$193K 0.03% 142
2021
Q1 		$469K Hold
2,191
– – 0.05% 103
2020
Q4 		$427K Hold
2,191
– – 0.06% 105
2020
Q3 		$337K Hold
2,191
– – 0.05% 109
2020
Q2 		$319K Buy
2,191
+296
+16% +$39.7K 0.06% 110
2020
Q1 		$219K Buy
1,895
+130
+7% +$19.5K 0.05% 124
2019
Q4 		$292K Hold
1,765
– – 0.05% 128
2019
Q3 		$272K Hold
1,765
– – 0.05% 125
2019
Q2 		$277K Sell
1,765
-231
-12% -$35.7K 0.05% 138
2019
Q1 		$305K Hold
1,996
– – 0.06% 122
2018
Q4 		$263K Hold
1,996
– – 0.06% 129
2018
Q3 		$325K Hold
1,996
– – 0.07% 123
2018
Q2 		$311K Hold
1,996
– – 0.06% 121
2018
Q1 		$294K Hold
1,996
– – 0.07% 120
2017
Q4 		$295K Hold
1,996
– – 0.07% 122
2017
Q3 		$271K Hold
1,996
– – 0.07% 129
2017
Q2 		$271K Hold
1,996
– – 0.07% 126
2017
Q1 		$266K Sell
1,996
-410
-17% -$54.2K 0.08% 124
2016
Q4 		$306K Buy
2,406
+196
+9% +$24.3K 0.1% 107
2016
Q3 		$270K Hold
2,210
– – 0.09% 113
2016
Q2 		$255K Hold
2,210
– – 0.1% 118
2016
Q1 		$246K Buy
2,210
+380
+21% +$39.4K 0.1% 115
2015
Q4 		$202K Buy
1,830
+1,625
+793% +$184K 0.08% 120
2015
Q3 		$22K Hold
205
– – 0.01% 235
2015
Q2 		$25K Buy
+205
New +$25.2K 0.01% 224
2014
Q3 		– Sell
-318
Closed -$37K – 511
2014
Q2 		$37K Hold
318
– – 0.02% 169
2014
Q1 		$36K Sell
318
-100
-24% -$11.1K 0.02% 166
2013
Q4 		$46K Buy
+418
New +$44.5K 0.03% 127

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

Oakworth Capital's VB Position: Q2 2026 in Review

Oakworth Capital increased its Vanguard Small-Cap ETF (VB) stake by 2.4% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,482 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #98.

Oakworth Capital first reported a position in VB in Q4 2013 and has held it in 48 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Oakworth Capital held 3,482 shares of Vanguard Small-Cap ETF worth $1.05M as of Q2 2026.
  • Oakworth Capital bought 83 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $23.8K.
  • Vanguard Small-Cap ETF made up 0.05% of Oakworth Capital's portfolio in Q2 2026, its #98 holding.
  • Oakworth Capital first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 48 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.