RWM
VB icon

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

Refined 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 		$272K Buy
898
+1
+0.1% +$287 0.16% 37
2026
Q1 		$235K Sell
897
-13,270
-94% -$3.59M 0.15% 41
2025
Q4 		$3.65M Buy
14,167
+75
+0.5% +$19.2K 2.46% 14
2025
Q3 		$3.58M Buy
14,092
+11
+0.1% +$2.73K 2.3% 15
2025
Q2 		$3.34M Buy
14,081
+363
+3% +$81K 2.29% 14
2025
Q1 		$3.04M Buy
13,718
+7,536
+122% +$1.8M 2.49% 14
2024
Q4 		$1.49M Sell
6,182
-24
-0.4% -$5.91K 1.13% 15
2024
Q3 		$1.47M Buy
6,206
+74
+1% +$16.8K 1.14% 15
2024
Q2 		$1.34M Buy
6,132
+42
+0.7% +$9.22K 1.03% 15
2024
Q1 		$1.39M Buy
6,090
+111
+2% +$23.9K 0.98% 17
2023
Q4 		$1.28M Buy
5,979
+546
+10% +$105K 0.99% 17
2023
Q3 		$1.03M Sell
5,433
-9
-0.2% -$1.79K 0.92% 18
2023
Q2 		$1.08M Buy
5,442
+81
+2% +$15.3K 0.89% 18
2023
Q1 		$1.02M Sell
5,361
-872
-14% -$169K 0.9% 18
2022
Q4 		$1.14M Buy
6,233
+123
+2% +$22.8K 1% 18
2022
Q3 		$1.04M Sell
6,110
-15
-0.2% -$2.83K 0.94% 19
2022
Q2 		$1.08M Buy
6,125
+318
+5% +$61.4K 0.96% 19
2022
Q1 		$1.23M Sell
5,807
-14,900
-72% -$3.14M 1.04% 18
2021
Q4 		$4.68M Buy
20,707
+253
+1% +$57.5K 3.63% 11
2021
Q3 		$4.47M Buy
20,454
+609
+3% +$135K 3.62% 11
2021
Q2 		$4.47M Buy
+19,845
New +$4.4M 3.75% 12

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
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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Refined Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.11% in Q2 2026, buying an estimated $287 and bringing the position to 898 shares worth $272K. The position accounts for 0.16% of the portfolio, ranked #37.

Refined Wealth Management first reported a position in VB in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.68M in Q4 2021. 1,018 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Refined Wealth Management held 898 shares of Vanguard Small-Cap ETF worth $272K as of Q2 2026.
  • Refined Wealth Management bought 1 Vanguard Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Small-Cap ETF made up 0.16% of Refined Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Refined Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Refined Wealth Management's Vanguard Small-Cap ETF position peaked at $4.68M in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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