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Outbound Financial Inc’s Vanguard Small-Cap ETF VB Stock Holding History

Outbound Financial Inc’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 		$1.17M Hold
3,869
– – 0.76% 24
2026
Q1 		$1.01M Hold
3,869
– – 0.76% 23
2025
Q4 		$998K Hold
3,869
– – 0.78% 24
2025
Q3 		$984K Hold
3,869
– – 0.8% 25
2025
Q2 		$917K Buy
+3,869
New +$863K 0.84% 25

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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

Outbound Financial Inc's VB Position: Q2 2026 in Review

Outbound Financial Inc held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 3,869 shares worth $1.17M. The position accounts for 0.76% of the portfolio, ranked #24.

Outbound Financial Inc first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Outbound Financial Inc held 3,869 shares of Vanguard Small-Cap ETF worth $1.17M as of Q2 2026.
  • Outbound Financial Inc left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.76% of Outbound Financial Inc's portfolio in Q2 2026, its #24 holding.
  • Outbound Financial Inc first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 738 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.