SWA
VB icon

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

Sax Wealth 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
2026
Q2 		$3.64M Buy
13,891
+2,006
+17% +$575K 0.15% 108
2026
Q1 		$3.07M Hold
11,885
– – 0.15% 93
2025
Q4 		$3.07M Sell
11,885
-925
-7% -$237K 0.14% 94
2025
Q3 		$3.26M Sell
12,810
-3,152
-20% -$782K 0.18% 81
2025
Q2 		$3.78M Sell
15,962
-2,692
-14% -$601K 0.23% 66
2025
Q1 		$4.14M Buy
18,654
+10,311
+124% +$2.46M 0.3% 54
2024
Q4 		$2M Buy
8,343
+245
+3% +$60.3K 0.16% 78
2024
Q3 		$1.92M Buy
8,098
+1,055
+15% +$240K 0.17% 63
2024
Q2 		$1.54M Buy
7,043
+4,318
+158% +$948K 0.15% 68
2024
Q1 		$623K Buy
2,725
+5
+0.2% +$1.08K 0.07% 101
2023
Q4 		$580K Buy
2,720
+1
+0% +$193 0.09% 110
2023
Q3 		$514K Sell
2,719
-110
-4% -$21.9K 0.1% 108
2023
Q2 		$563K Buy
2,829
+221
+8% +$41.8K 0.11% 103
2023
Q1 		$494K Buy
2,608
+51
+2% +$9.89K 0.11% 111
2022
Q4 		$469K Buy
2,557
+1
+0% +$185 0.11% 109
2022
Q3 		$437K Hold
2,556
– – 0.11% 107
2022
Q2 		$450K Hold
2,556
– – 0.11% 112
2022
Q1 		$543K Sell
2,556
-932
-27% -$196K 0.13% 101
2021
Q4 		$788K Buy
3,488
+499
+17% +$113K 0.16% 79
2021
Q3 		$654K Hold
2,989
– – 0.16% 86
2021
Q2 		$673K Sell
2,989
-90
-3% -$19.9K 0.23% 81
2021
Q1 		$659K Buy
3,079
+75
+2% +$15.8K 0.24% 76
2020
Q4 		$585K Buy
+3,004
New +$530K 0.27% 72

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
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sax Wealth Advisors's VB Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 17% in Q2 2026, buying an estimated $575K and bringing the position to 13,891 shares worth $3.64M. The position accounts for 0.15% of the portfolio, ranked #108.

Sax Wealth Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.14M in Q1 2025. 657 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Sax Wealth Advisors held 13,891 shares of Vanguard Small-Cap ETF worth $3.64M as of Q2 2026.
  • Sax Wealth Advisors bought 2,006 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $575K.
  • Vanguard Small-Cap ETF made up 0.15% of Sax Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Vanguard Small-Cap ETF position peaked at $4.14M in Q1 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.