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Patriot Financial Group Insurance Agency’s Vanguard Small-Cap ETF VB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.37M Sell
7,831
-10,457
-57% -$3M 0.24% 114
2026
Q1 		$4.79M Buy
18,288
+9,142
+100% +$2.47M 0.27% 103
2025
Q4 		$2.36M Buy
9,146
+129
+1% +$33K 0.28% 99
2025
Q3 		$2.29M Buy
9,017
+1,635
+22% +$405K 0.29% 89
2025
Q2 		$1.75M Buy
7,382
+271
+4% +$60.5K 0.2% 132
2025
Q1 		$1.58M Buy
7,111
+1,561
+28% +$373K 0.21% 117
2024
Q4 		$1.33M Buy
5,550
+399
+8% +$98.2K 0.18% 132
2024
Q3 		$1.22M Buy
5,151
+645
+14% +$147K 0.16% 146
2024
Q2 		$983K Sell
4,506
-14
-0.3% -$3.07K 0.14% 162
2024
Q1 		$1.03M Buy
4,520
+283
+7% +$60.9K 0.16% 143
2023
Q4 		$904K Sell
4,237
-1,865
-31% -$359K 0.17% 144
2023
Q3 		$1.15M Sell
6,102
-645
-10% -$129K 0.24% 106
2023
Q2 		$1.34M Buy
6,747
+2,226
+49% +$421K 0.25% 96
2023
Q1 		$857K Buy
4,521
+154
+4% +$29.9K 0.17% 136
2022
Q4 		$802K Buy
4,367
+110
+3% +$20.4K 0.11% 136
2022
Q3 		$727K Buy
4,257
+996
+31% +$188K 0.18% 144
2022
Q2 		$574K Sell
3,261
-968
-23% -$187K 0.12% 180
2022
Q1 		$899K Buy
4,229
+1,129
+36% +$238K 0.16% 140
2021
Q4 		$700K Buy
3,100
+341
+12% +$77.5K 0.12% 183
2021
Q3 		$603K Buy
2,759
+182
+7% +$40.5K 0.11% 198
2021
Q2 		$581K Buy
2,577
+35
+1% +$7.76K 0.11% 204
2021
Q1 		$544K Buy
2,542
+391
+18% +$82.4K 0.12% 179
2020
Q4 		$419K Buy
2,151
+830
+63% +$146K 0.11% 207
2020
Q3 		$203K Buy
1,321
+376
+40% +$57.8K 0.07% 265
2020
Q2 		$138K Sell
945
-498
-35% -$66.9K 0.05% 285
2020
Q1 		$167K Buy
1,443
+210
+17% +$31.6K 0.08% 239
2019
Q4 		$204K Sell
1,233
-544
-31% -$86.7K 0.08% 223
2019
Q3 		$274K Sell
1,777
-297
-14% -$46.1K 0.12% 153
2019
Q2 		$326K Buy
2,074
+64
+3% +$9.89K 0.14% 129
2019
Q1 		$307K Buy
2,010
+62
+3% +$9.22K 0.16% 118
2018
Q4 		$257K Sell
1,948
-161
-8% -$23.4K 0.17% 105
2018
Q3 		$343K Buy
2,109
+1,326
+169% +$214K 0.2% 77
2018
Q2 		$122K Sell
783
-742
-49% -$114K 0.13% 102
2018
Q1 		$219K Buy
1,525
+72
+5% +$10.7K 0.16% 125
2017
Q4 		$218K Buy
1,453
+3
+0.2% +$434 0.16% 115
2017
Q3 		$207K Buy
1,450
+132
+10% +$18K 0.18% 104
2017
Q2 		$178K Buy
1,318
+15
+1% +$2.01K 0.19% 107
2017
Q1 		$171K Buy
1,303
+127
+11% +$16.8K 0.18% 99
2016
Q4 		$153K Buy
+1,176
New +$146K 0.21% 101

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Small-Cap ETF (VB) stake by 57% in Q2 2026, selling an estimated $3M and leaving 7,831 shares worth $2.37M. The position accounts for 0.24% of the portfolio, ranked #114.

Patriot Financial Group Insurance Agency first reported a position in VB in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.79M in Q1 2026. 1,129 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,831 shares of Vanguard Small-Cap ETF worth $2.37M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,457 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $3M.
  • Vanguard Small-Cap ETF made up 0.24% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #114 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard Small-Cap ETF position peaked at $4.79M in Q1 2026.
  • 1,129 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.