Sharp Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Sharp Financial Services’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	$450K	Sell	1,486 -112,478	-99%	-$32.2M	0.21%	69
2026 Q1	$29.8M	Buy	113,964 +112,478	+7,569%	+$30.4M	14.74%	2
2025 Q4	$383K	Buy	1,486 +548	+58%	+$140K	0.19%	76
2025 Q3	$239K	Sell	938 -112	-11%	-$27.8K	0.13%	97
2025 Q2	$249K	Sell	1,050 -675	-39%	-$151K	0.16%	74
2025 Q1	$383K	Buy	1,725 +840	+95%	+$201K	0.29%	49
2024 Q4	$213K	Buy	+885	New	+$218K	0.16%	93
2024 Q3	–	Sell	-1,525	Closed	-$333K	–	106
2024 Q2	$333K	Sell	1,525 -715	-32%	-$157K	0.29%	65
2024 Q1	$512K	Sell	2,240 -525	-19%	-$113K	0.48%	39
2023 Q4	$590K	Buy	+2,765	New	+$533K	0.64%	34

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sharp Financial Services's VB Position: Q2 2026 in Review

Sharp Financial Services reduced its Vanguard Small-Cap ETF (VB) stake by 99% in Q2 2026, selling an estimated $32.2M and leaving 1,486 shares worth $450K. The position accounts for 0.21% of the portfolio, ranked #69.

Sharp Financial Services first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.8M in Q1 2026. 1,070 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sharp Financial Services held 1,486 shares of Vanguard Small-Cap ETF worth $450K as of Q2 2026.
Sharp Financial Services sold 112,478 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $32.2M.
Vanguard Small-Cap ETF made up 0.21% of Sharp Financial Services's portfolio in Q2 2026, its #69 holding.
Sharp Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Sharp Financial Services's Vanguard Small-Cap ETF position peaked at $29.8M in Q1 2026.
1,070 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.