Strategic Investment Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Strategic Investment Solutions’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	$5.48M	Buy	18,088 +1,383	+8%	+$396K	1.25%	17
2026 Q1	$4.38M	Buy	16,705 +952	+6%	+$258K	1.06%	23
2025 Q4	$4.06M	Buy	15,753 +3,471	+28%	+$889K	0.98%	24
2025 Q3	$3.12M	Buy	12,282 +6,896	+128%	+$1.71M	0.83%	29
2025 Q2	$1.28M	Buy	5,386 +1,197	+29%	+$267K	0.39%	51
2025 Q1	$930K	Buy	4,189 +1,317	+46%	+$315K	0.27%	53
2024 Q4	$632K	Sell	2,872 -611	-18%	-$150K	0.21%	58
2024 Q3	$826K	Buy	3,483 +597	+21%	+$136K	0.25%	57
2024 Q2	$673K	Buy	+2,886	New	+$634K	0.22%	57
2023 Q4	$587K	Sell	2,750 -85,273	-97%	-$16.4M	0.1%	97
2023 Q3	$17.7M	Buy	88,023 +85,995	+4,240%	+$17.1M	0.22%	70
2023 Q2	$376K	Sell	2,028 -4,957	-71%	-$937K	0.08%	85
2023 Q1	$1.32M	Buy	6,985 +663	+10%	+$129K	0.26%	62
2022 Q4	$1.32M	Buy	+6,322	New	+$1.17M	0.65%	33

Other funds holding VB

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return