PWM
VB icon

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

Partners 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 		$355K Buy
1,172
+197
+20% +$56.5K 0.35% 71
2026
Q1 		$255K Buy
975
+39
+4% +$10.6K 0.26% 88
2025
Q4 		$241K Sell
936
-80
-8% -$20.5K 0.25% 96
2025
Q3 		$258K Sell
1,016
-269
-21% -$66.7K 0.26% 100
2025
Q2 		$286K Hold
1,285
– – 0.33% 85
2025
Q1 		$285K Hold
1,285
– – 0.32% 84
2024
Q4 		$309K Buy
+1,285
New +$316K 0.35% 78

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
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

Partners Wealth Management's VB Position: Q2 2026 in Review

Partners Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $56.5K and bringing the position to 1,172 shares worth $355K. The position accounts for 0.35% of the portfolio, ranked #71.

Partners Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 838 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Partners Wealth Management held 1,172 shares of Vanguard Small-Cap ETF worth $355K as of Q2 2026.
  • Partners Wealth Management bought 197 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $56.5K.
  • Vanguard Small-Cap ETF made up 0.35% of Partners Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Partners Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 838 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.