PFW Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

PFW Advisors’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	$520K	Hold	1,714	–	–	0.15%	81
2026 Q1	$449K	Hold	1,714	–	–	0.14%	84
2025 Q4	$442K	Hold	1,714	–	–	0.13%	87
2025 Q3	$436K	Sell	1,714 -780	-31%	-$193K	0.13%	92
2025 Q2	$591K	Hold	2,494	–	–	0.18%	82
2025 Q1	$553K	Hold	2,494	–	–	0.17%	84
2024 Q4	$599K	Buy	+2,494	New	+$614K	0.18%	81
2024 Q2	$544K	Hold	2,494	–	–	0.17%	84
2024 Q1	$570K	Hold	2,494	–	–	0.17%	85
2023 Q4	$532K	Sell	2,494 -341	-12%	-$65.7K	0.17%	86
2023 Q3	$536K	Hold	2,835	–	–	0.19%	77
2023 Q2	$572K	Buy	+2,835	New	+$536K	0.19%	74
2019 Q3	$592K	Buy	+2,494	New	+$387K	0.18%	84

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFW Advisors's VB Position: Q2 2026 in Review

PFW Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,714 shares worth $520K. The position accounts for 0.15% of the portfolio, ranked #81.

PFW Advisors first reported a position in VB in Q3 2019 and has held it in 13 quarters since. The position peaked at $599K in Q4 2024. 607 funds tracked by Wall St. Rank hold VB as of Q2 2026.

PFW Advisors held 1,714 shares of Vanguard Small-Cap ETF worth $520K as of Q2 2026.
PFW Advisors left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.15% of PFW Advisors's portfolio in Q2 2026, its #81 holding.
PFW Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Vanguard Small-Cap ETF position peaked at $599K in Q4 2024.
607 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.