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Santori & Peters Inc’s Vanguard Small-Cap ETF VB Stock Holding History

Santori & Peters Inc’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 		$380K Buy
1,252
+2
+0.2% +$573 0.11% 64
2026
Q1 		$327K Sell
1,250
-9
-0.7% -$2.44K 0.1% 63
2025
Q4 		$325K Sell
1,259
-27
-2% -$6.92K 0.11% 62
2025
Q3 		$327K Sell
1,286
-4,868
-79% -$1.21M 0.12% 57
2025
Q2 		$1.46M Sell
6,154
-5
-0.1% -$1.11K 0.53% 22
2025
Q1 		$1.37M Sell
6,159
-238
-4% -$56.8K 0.55% 21
2024
Q4 		$1.54M Buy
6,397
+82
+1% +$20.2K 0.59% 19
2024
Q3 		$1.5M Sell
6,315
-199
-3% -$45.2K 0.59% 19
2024
Q2 		$1.42M Sell
6,514
-100
-2% -$22K 0.61% 20
2024
Q1 		$1.51M Sell
6,614
-100
-1% -$21.5K 0.65% 20
2023
Q4 		$1.43M Sell
6,714
-190
-3% -$36.6K 0.68% 20
2023
Q3 		$1.31M Buy
6,904
+100
+1% +$19.9K 0.7% 20
2023
Q2 		$1.35M Buy
6,804
+759
+13% +$143K 0.68% 22
2023
Q1 		$1.15M Buy
+6,045
New +$1.17M 0.62% 23
2018
Q1 		– Sell
-288
Closed -$40K – 512
2017
Q4 		$40K Buy
+288
New +$41.7K 0.04% 121

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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

Santori & Peters Inc's VB Position: Q2 2026 in Review

Santori & Peters Inc increased its Vanguard Small-Cap ETF (VB) stake by 0.16% in Q2 2026, buying an estimated $573 and bringing the position to 1,252 shares worth $380K. The position accounts for 0.11% of the portfolio, ranked #64.

Santori & Peters Inc first reported a position in VB in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2024. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Santori & Peters Inc held 1,252 shares of Vanguard Small-Cap ETF worth $380K as of Q2 2026.
  • Santori & Peters Inc bought 2 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $573.
  • Vanguard Small-Cap ETF made up 0.11% of Santori & Peters Inc's portfolio in Q2 2026, its #64 holding.
  • Santori & Peters Inc first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 15 quarters since.
  • Santori & Peters Inc's Vanguard Small-Cap ETF position peaked at $1.54M in Q4 2024.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.