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

RVW Wealth’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 		$258K Sell
850
-1
-0.1% -$287 0.02% 161
2026
Q1 		$223K Hold
851
– – 0.02% 167
2025
Q4 		$219K Sell
851
-119
-12% -$30.5K 0.02% 169
2025
Q3 		$247K Sell
970
-105
-10% -$26K 0.02% 157
2025
Q2 		$255K Sell
1,075
-291
-21% -$64.9K 0.02% 149
2025
Q1 		$303K Sell
1,366
-387
-22% -$92.4K 0.03% 130
2024
Q4 		$421K Buy
1,753
+120
+7% +$29.5K 0.04% 102
2024
Q3 		$387K Sell
1,633
-50
-3% -$11.4K 0.04% 107
2024
Q2 		$367K Buy
1,683
+460
+38% +$101K 0.04% 109
2024
Q1 		$280K Buy
1,223
+275
+29% +$59.2K 0.03% 123
2023
Q4 		$202K Buy
948
+529
+126% +$102K 0.02% 138
2023
Q3 		$79.2K Buy
+419
New +$83.5K 0.01% 194
2023
Q2 		– Sell
-1,210
Closed -$229K – 159
2023
Q1 		$229K Sell
1,210
-490
-29% -$95K 0.03% 138
2022
Q4 		$312K Hold
1,700
– – 0.04% 121
2022
Q3 		$291K Sell
1,700
-4
-0.2% -$755 0.04% 115
2022
Q2 		$300K Buy
1,704
+4
+0.2% +$772 0.04% 113
2022
Q1 		$361K Hold
1,700
– – 0.04% 106
2021
Q4 		$384K Buy
1,700
+490
+40% +$111K 0.04% 102
2021
Q3 		$0 Buy
+1,210
New +$269K ﹤0.01% 118

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

RVW Wealth's VB Position: Q2 2026 in Review

RVW Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 0.12% in Q2 2026, selling an estimated $287 and leaving 850 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #161.

RVW Wealth first reported a position in VB in Q3 2021 and has held it in 19 quarters since. The position peaked at $421K in Q4 2024. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • RVW Wealth held 850 shares of Vanguard Small-Cap ETF worth $258K as of Q2 2026.
  • RVW Wealth sold 1 Vanguard Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Small-Cap ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #161 holding.
  • RVW Wealth first reported a position in Vanguard Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • RVW Wealth's Vanguard Small-Cap ETF position peaked at $421K in Q4 2024.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.