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Onyx Bridge Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History

Onyx Bridge Wealth Group’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 		$2.78M Buy
9,166
+200
+2% +$57.3K 0.25% 81
2026
Q1 		$2.35M Sell
8,966
-1
-0% -$271 0.25% 86
2025
Q4 		$2.31M Sell
8,967
-121
-1% -$31K 0.25% 84
2025
Q3 		$2.31M Buy
9,088
+737
+9% +$183K 0.25% 79
2025
Q2 		$1.98M Sell
8,351
-209
-2% -$46.6K 0.26% 73
2025
Q1 		$1.9M Sell
8,560
-281
-3% -$67.1K 0.27% 68
2024
Q4 		$2.12M Buy
8,841
+80
+0.9% +$19.7K 0.31% 62
2024
Q3 		$2.08M Buy
8,761
+12
+0.1% +$2.73K 0.31% 61
2024
Q2 		$1.91M Sell
8,749
-47
-0.5% -$10.3K 0.31% 62
2024
Q1 		$1.9M Buy
8,796
+186
+2% +$40K 0.34% 60
2023
Q4 		$1.84M Sell
8,610
-447
-5% -$86.1K 0.37% 45
2023
Q3 		$1.71M Sell
9,057
-62
-0.7% -$12.4K 0.4% 47
2023
Q2 		$1.81M Sell
9,119
-710
-7% -$134K 0.43% 46
2023
Q1 		$1.86M Sell
9,829
-19,083
-66% -$3.7M 0.74% 28
2022
Q4 		$5.42M Sell
28,912
-23,529
-45% -$4.36M 2.2% 12
2022
Q3 		$9.1M Buy
52,441
+19,584
+60% +$3.7M 4.15% 7
2022
Q2 		$6.13M Sell
32,857
-9,473
-22% -$1.83M 2.73% 9
2022
Q1 		$8.34M Buy
42,330
+22,279
+111% +$4.69M 3.17% 8
2021
Q4 		$4.56M Buy
20,051
+2,778
+16% +$631K 1.54% 11
2021
Q3 		$3.92M Buy
17,273
+1,438
+9% +$320K 1.47% 11
2021
Q2 		$3.41M Sell
15,835
-73,080
-82% -$16.2M 1.47% 15
2021
Q1 		$19M Buy
88,915
+17,484
+24% +$3.68M 9.53% 3
2020
Q4 		$13.9M Buy
+71,431
New +$12.6M 9.11% 2

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Onyx Bridge Wealth Group's VB Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Vanguard Small-Cap ETF (VB) stake by 2.2% in Q2 2026, buying an estimated $57.3K and bringing the position to 9,166 shares worth $2.78M. The position accounts for 0.25% of the portfolio, ranked #81.

Onyx Bridge Wealth Group first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $19M in Q1 2021. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Onyx Bridge Wealth Group held 9,166 shares of Vanguard Small-Cap ETF worth $2.78M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 200 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard Small-Cap ETF made up 0.25% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #81 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Small-Cap ETF position peaked at $19M in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.