SW
VB icon

StrongBox Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

StrongBox Wealth’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 		$192K Buy
+635
New +$182K 0.05% 101
2024
Q2 		– Sell
-910
Closed -$208K – 91
2024
Q1 		$208K Buy
+910
New +$196K 0.11% 79

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
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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

StrongBox Wealth's VB Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 635 shares worth $192K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in VB as recently as Q1 2024.

StrongBox Wealth first reported a position in VB in Q1 2024 and has held it in 2 quarters since. The position peaked at $208K in Q1 2024. 826 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • StrongBox Wealth held 635 shares of Vanguard Small-Cap ETF worth $192K as of Q2 2026.
  • Vanguard Small-Cap ETF was a new StrongBox Wealth position in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.05% of StrongBox Wealth's portfolio in Q2 2026, its #101 holding.
  • StrongBox Wealth first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • StrongBox Wealth's Vanguard Small-Cap ETF position peaked at $208K in Q1 2024.
  • 826 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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