Sunburst Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Sunburst Financial Group’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	$1.51M	Sell	4,972 -40	-0.8%	-$11.5K	0.24%	44
2026 Q1	$1.31M	Sell	5,012 -1,566	-24%	-$424K	0.24%	45
2025 Q4	$1.7M	Buy	6,578 +82	+1%	+$21K	0.34%	38
2025 Q3	$1.65M	Sell	6,496 -92	-1%	-$22.8K	0.35%	38
2025 Q2	$1.56M	Sell	6,588 -4	-0.1%	-$892	0.35%	36
2025 Q1	$1.46M	Sell	6,592 -19	-0.3%	-$4.54K	0.36%	34
2024 Q4	$1.59M	Sell	6,611 -221	-3%	-$54.4K	0.39%	34
2024 Q3	$1.62M	Sell	6,832 -174	-2%	-$39.5K	0.41%	33
2024 Q2	$1.53M	Buy	7,006 +227	+3%	+$49.8K	0.41%	34
2024 Q1	$1.54M	Sell	6,779 -9	-0.1%	-$1.94K	0.43%	33
2023 Q4	$1.45M	Buy	6,788 +13	+0.2%	+$2.5K	0.45%	33
2023 Q3	$1.28M	Buy	6,775 +162	+2%	+$32.3K	0.45%	32
2023 Q2	$1.32M	Buy	6,613 +1,751	+36%	+$331K	0.46%	35
2023 Q1	$922K	Buy	4,862 +178	+4%	+$34.5K	0.34%	36
2022 Q4	$860K	Buy	4,684 +2,953	+171%	+$547K	0.34%	37
2022 Q3	$296K	Buy	+1,731	New	+$327K	0.14%	68

Other funds holding VB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return