SSWM
VB icon

Sheets Smith Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Sheets Smith Wealth Management’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 		$405K Sell
1,337
-24
-2% -$6.88K 0.04% 320
2026
Q1 		$356K Hold
1,361
– – 0.04% 328
2025
Q4 		$351K Buy
1,361
+10
+0.7% +$2.56K 0.04% 326
2025
Q3 		$344K Hold
1,351
– – 0.04% 322
2025
Q2 		$320K Sell
1,351
-2
-0.1% -$446 0.04% 335
2025
Q1 		$300K Sell
1,353
-2
-0.1% -$478 0.04% 304
2024
Q4 		$326K Hold
1,355
– – 0.04% 308
2024
Q3 		$321K Sell
1,355
-22
-2% -$5K 0.04% 311
2024
Q2 		$300K Sell
1,377
-37
-3% -$8.13K 0.04% 314
2024
Q1 		$323K Buy
+1,414
New +$304K 0.04% 313
2023
Q4 		– Sell
-377
Closed -$71.3K – 491
2023
Q3 		$71.3K Buy
+377
New +$75.1K 0.01% 370
2014
Q4 		– Sell
-5,741
Closed -$635K – 276
2014
Q3 		$635K Sell
5,741
-771
-12% -$88.3K 0.17% 157
2014
Q2 		$763K Sell
6,512
-5,445
-46% -$609K 0.2% 152
2014
Q1 		$1.35M Sell
11,957
-124
-1% -$13.7K 0.38% 73
2013
Q4 		$1.33M Sell
12,081
-573
-5% -$61K 0.37% 69
2013
Q3 		$1.3M Hold
12,654
– – 0.42% 64
2013
Q2 		$1.19M Buy
+12,654
New +$1.17M 0.4% 68

Other funds holding VB

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return