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Stephen J. Garry & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Stephen J. Garry & Associates’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 		$613K Sell
2,021
-20
-1% -$5.73K 0.45% 34
2026
Q1 		$535K Hold
2,041
– – 0.43% 34
2025
Q4 		$526K Hold
2,041
– – 0.42% 34
2025
Q3 		$519K Sell
2,041
-10
-0.5% -$2.48K 0.41% 33
2025
Q2 		$486K Buy
2,051
+100
+5% +$22.3K 0.42% 33
2025
Q1 		$433K Buy
1,951
+80
+4% +$19.1K 0.4% 30
2024
Q4 		$450K Sell
1,871
-165
-8% -$40.6K 0.42% 29
2024
Q3 		$483K Sell
2,036
-100
-5% -$22.7K 0.46% 25
2024
Q2 		$466K Sell
2,136
-35
-2% -$7.69K 0.47% 25
2024
Q1 		$496K Sell
2,171
-44
-2% -$9.46K 0.51% 24
2023
Q4 		$473K Buy
+2,215
New +$427K 0.52% 27

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
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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Stephen J. Garry & Associates's VB Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard Small-Cap ETF (VB) stake by 0.98% in Q2 2026, selling an estimated $5.73K and leaving 2,021 shares worth $613K. The position accounts for 0.45% of the portfolio, ranked #34.

Stephen J. Garry & Associates first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Stephen J. Garry & Associates held 2,021 shares of Vanguard Small-Cap ETF worth $613K as of Q2 2026.
  • Stephen J. Garry & Associates sold 20 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Small-Cap ETF made up 0.45% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #34 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.