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Sachetta’s Vanguard Small-Cap ETF VB Stock Holding History

Sachetta’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 		– Sell
-719
Closed -$188K – 1212
2026
Q1 		$188K Sell
719
-19
-3% -$5.14K 0.1% 98
2025
Q4 		$190K Sell
738
-3,536
-83% -$906K 0.1% 98
2025
Q3 		$1.09M Sell
4,274
-74
-2% -$18.4K 0.4% 49
2025
Q2 		$1.03M Buy
4,348
+15
+0.3% +$3.35K 0.41% 48
2025
Q1 		$961K Buy
4,333
+62
+1% +$14.8K 0.39% 56
2024
Q4 		$1.03M Sell
4,271
-8
-0.2% -$1.97K 0.41% 54
2024
Q3 		$1.02M Buy
4,279
+103
+2% +$23.4K 0.4% 56
2024
Q2 		$969K Sell
4,176
-974
-19% -$214K 0.42% 53
2024
Q1 		$1.1M Hold
5,150
– – 0.52% 38
2023
Q4 		$1.1M Buy
+5,150
New +$992K 0.52% 38

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
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
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
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

Sachetta's VB Position: Q2 2026 in Review

Sachetta sold out of Vanguard Small-Cap ETF (VB) in Q2 2026, closing a stake of 719 shares — an estimated $188K sold.

Sachetta first reported a position in VB in Q4 2023 and held it in 10 quarters. The position peaked at $1.1M in Q1 2024. 582 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sachetta reported no remaining Vanguard Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 719 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $188K.
  • Sachetta first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 10 quarters.
  • Sachetta's Vanguard Small-Cap ETF position peaked at $1.1M in Q1 2024.
  • 582 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.