Optivise Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Optivise Advisory Services’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	$343K	Buy	1,132 +136	+14%	+$39K	0.17%	143
2026 Q1	$261K	Sell	996 -12	-1%	-$3.25K	0.16%	150
2025 Q4	$260K	Buy	1,008 +6	+0.6%	+$1.54K	0.15%	151
2025 Q3	$255K	Buy	1,002 +3	+0.3%	+$744	0.15%	151
2025 Q2	$237K	Hold	999	–	–	0.12%	172
2025 Q1	$221K	Buy	999 +5	+0.5%	+$1.19K	0.12%	174
2024 Q4	$239K	Buy	994 +106	+12%	+$26.1K	0.13%	148
2024 Q3	$211K	Buy	+888	New	+$202K	0.11%	159

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Optivise Advisory Services's VB Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $39K and bringing the position to 1,132 shares worth $343K. The position accounts for 0.17% of the portfolio, ranked #143.

Optivise Advisory Services first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 991 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Optivise Advisory Services held 1,132 shares of Vanguard Small-Cap ETF worth $343K as of Q2 2026.
Optivise Advisory Services bought 136 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $39K.
Vanguard Small-Cap ETF made up 0.17% of Optivise Advisory Services's portfolio in Q2 2026, its #143 holding.
Optivise Advisory Services first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
991 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.