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Retirement Wealth Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Retirement Wealth Solutions’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 		$110K Hold
363
– – 0.06% 69
2026
Q1 		$95.1K Sell
363
-1
-0.3% -$271 0.06% 66
2025
Q4 		$93.9K Hold
364
– – 0.06% 70
2025
Q3 		$92.4K Buy
364
+306
+528% +$75.9K 0.06% 67
2025
Q2 		$13.8K Hold
58
– – 0.01% 197
2025
Q1 		$12.9K Sell
58
-263
-82% -$62.8K 0.01% 189
2024
Q4 		$76.5K Buy
+321
New +$79K 0.06% 64

Other funds holding VB

GC
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Retirement Wealth Solutions's VB Position: Q2 2026 in Review

Retirement Wealth Solutions held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 363 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #69.

Retirement Wealth Solutions first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Retirement Wealth Solutions held 363 shares of Vanguard Small-Cap ETF worth $110K as of Q2 2026.
  • Retirement Wealth Solutions left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.06% of Retirement Wealth Solutions's portfolio in Q2 2026, its #69 holding.
  • Retirement Wealth Solutions first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.