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OLIO Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History

OLIO Financial Planning’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 		$221K Buy
+728
New +$209K 0.05% 63
2025
Q4 		– Sell
-796
Closed -$202K – 75
2025
Q3 		$202K Buy
+796
New +$197K 0.06% 66
2025
Q1 		– Sell
-1,297
Closed -$312K – 62
2024
Q4 		$312K Sell
1,297
-707
-35% -$174K 0.11% 48
2024
Q3 		$432K Buy
2,004
+112
+6% +$25.4K 0.18% 39
2024
Q2 		$408K Sell
1,892
-112
-6% -$24.6K 0.17% 39
2024
Q1 		$432K Hold
2,004
– – 0.18% 39
2023
Q4 		$432K Buy
2,004
+197
+11% +$38K 0.18% 39
2023
Q3 		$342K Buy
1,807
+155
+9% +$30.9K 0.16% 40
2023
Q2 		$329K Buy
1,652
+191
+13% +$36.1K 0.16% 36
2023
Q1 		$277K Sell
1,461
-972
-40% -$189K 0.14% 37
2022
Q4 		$447K Sell
2,433
-105
-4% -$19.5K 0.24% 28
2022
Q3 		$434K Sell
2,538
-116
-4% -$21.9K 0.26% 30
2022
Q2 		$467K Buy
2,654
+1,235
+87% +$238K 0.26% 30
2022
Q1 		$302K Buy
1,419
+308
+28% +$64.8K 0.17% 38
2021
Q4 		$251K Buy
+1,111
New +$252K 0.15% 38

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
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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

OLIO Financial Planning's VB Position: Q2 2026 in Review

OLIO Financial Planning opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 728 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #63 among its holdings. This is a return to the name: OLIO Financial Planning previously reported a position in VB as recently as Q3 2025.

OLIO Financial Planning first reported a position in VB in Q4 2021 and has held it in 15 quarters since. The position peaked at $467K in Q2 2022. 657 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • OLIO Financial Planning held 728 shares of Vanguard Small-Cap ETF worth $221K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new OLIO Financial Planning position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.05% of OLIO Financial Planning's portfolio in Q2 2026, its #63 holding.
  • OLIO Financial Planning first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • OLIO Financial Planning's Vanguard Small-Cap ETF position peaked at $467K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.