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

Orgel Wealth Management’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	$10.3M	Buy	33,887 +88	+0.3%	+$25.2K	0.19%	27
2026 Q1	$8.85M	Sell	33,799 -384	-1%	-$104K	0.19%	30
2025 Q4	$8.82M	Sell	34,183 -2,566	-7%	-$657K	0.19%	29
2025 Q3	$9.34M	Sell	36,749 -12,262	-25%	-$3.04M	0.21%	29
2025 Q2	$11.6M	Buy	49,011 +3,493	+8%	+$779K	0.28%	27
2025 Q1	$10.1M	Buy	45,518 +1,138	+3%	+$272K	0.26%	26
2024 Q4	$10.7M	Buy	44,380 +179	+0.4%	+$44K	0.28%	27
2024 Q3	$10.5M	Sell	44,201 -3,946	-8%	-$897K	0.26%	30
2024 Q2	$10.5M	Sell	48,147 -1,814	-4%	-$398K	0.28%	28
2024 Q1	$11.4M	Sell	49,961 -5,933	-11%	-$1.28M	0.31%	28
2023 Q4	$11.9M	Buy	55,894 +11,337	+25%	+$2.18M	0.35%	29
2023 Q3	$8.42M	Buy	44,557 +6,680	+18%	+$1.33M	0.28%	26
2023 Q2	$7.53M	Sell	37,877 -9,920	-21%	-$1.87M	0.25%	27
2023 Q1	$9.06M	Sell	47,797 -2,046	-4%	-$397K	0.32%	27
2022 Q4	$9.15M	Buy	49,843 +120	+0.2%	+$22.2K	0.35%	27
2022 Q3	$8.5M	Sell	49,723 -1,102,253	-96%	-$208M	0.42%	26
2022 Q2	$203M	Buy	+1,151,976	New	+$222M	11.48%	4

Other funds holding VB

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return