Smallwood Wealth Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Smallwood Wealth Investment 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	$141K	Hold	465	–	–	0.06%	115
2026 Q1	$122K	Hold	465	–	–	0.06%	112
2025 Q4	$120K	Hold	465	–	–	0.06%	109
2025 Q3	$118K	Buy	465 +1	+0.2%	+$248	0.06%	116
2025 Q2	$110K	Buy	464 +33	+8%	+$7.36K	0.06%	112
2025 Q1	$95.6K	Buy	+431	New	+$103K	0.06%	118

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Smallwood Wealth Investment Management's VB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 465 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #115.

Smallwood Wealth Investment Management first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 1,043 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Smallwood Wealth Investment Management held 465 shares of Vanguard Small-Cap ETF worth $141K as of Q2 2026.
Smallwood Wealth Investment Management left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #115 holding.
Smallwood Wealth Investment Management first reported a position in Vanguard Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,043 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.