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Olistico Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Olistico Wealth’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 		$391K Sell
1,289
-5
-0.4% -$1.43K 0.17% 76
2026
Q1 		$339K Buy
1,294
+55
+4% +$14.9K 0.17% 78
2025
Q4 		$320K Sell
1,239
-94
-7% -$24.1K 0.16% 76
2025
Q3 		$339K Sell
1,333
-75
-5% -$18.6K 0.18% 76
2025
Q2 		$334K Hold
1,408
– – 0.19% 75
2025
Q1 		$312K Sell
1,408
-670
-32% -$160K 0.19% 80
2024
Q4 		$499K Buy
2,078
+3
+0.1% +$738 0.29% 60
2024
Q3 		$492K Buy
2,075
+1
+0% +$227 0.3% 63
2024
Q2 		$452K Hold
2,074
– – 0.29% 67
2024
Q1 		$474K Sell
2,074
-5
-0.2% -$1.08K 0.34% 64
2023
Q4 		$444K Buy
2,079
+1
+0% +$193 0.35% 68
2023
Q3 		$393K Buy
2,078
+2
+0.1% +$398 0.35% 71
2023
Q2 		$413K Hold
2,076
– – 0.35% 70
2023
Q1 		$393K Sell
2,076
-2,873
-58% -$557K 0.38% 67
2022
Q4 		$908K Buy
+4,949
New +$917K 0.98% 27

Other funds holding VB

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Olistico Wealth's VB Position: Q2 2026 in Review

Olistico Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 0.39% in Q2 2026, selling an estimated $1.43K and leaving 1,289 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #76.

Olistico Wealth first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $908K in Q4 2022. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Olistico Wealth held 1,289 shares of Vanguard Small-Cap ETF worth $391K as of Q2 2026.
  • Olistico Wealth sold 5 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Small-Cap ETF made up 0.17% of Olistico Wealth's portfolio in Q2 2026, its #76 holding.
  • Olistico Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Vanguard Small-Cap ETF position peaked at $908K in Q4 2022.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.