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

Resurgent Financial 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
2025 Q2	–	Sell	-2,750	Closed	-$610K	–	202
2025 Q1	$610K	Buy	2,750 +90	+3%	+$21.5K	0.37%	76
2024 Q4	$639K	Buy	+2,660	New	+$655K	0.38%	76
2024 Q1	–	Sell	-286	Closed	-$61.1K	–	464
2023 Q4	$61.1K	Hold	286	–	–	0.04%	302
2023 Q3	$54.2K	Hold	286	–	–	0.04%	308
2023 Q2	$57K	Buy	286 +50	+21%	+$9.45K	0.04%	315
2023 Q1	$44.8K	Buy	236 +81	+52%	+$15.7K	0.03%	348
2022 Q4	$28.4K	Buy	+155	New	+$28.7K	0.02%	546

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Resurgent Financial Advisors's VB Position: Q2 2025 in Review

Resurgent Financial Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 2,750 shares — an estimated $610K sold.

Resurgent Financial Advisors first reported a position in VB in Q4 2022 and held it in 7 quarters. The position peaked at $639K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Resurgent Financial Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 2,750 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $610K.
Resurgent Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 7 quarters.
Resurgent Financial Advisors's Vanguard Small-Cap ETF position peaked at $639K in Q4 2024.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.