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

Team 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 		– Sell
-68
Closed -$17.8K – 239
2026
Q1 		$17.8K Sell
68
-14
-17% -$3.79K 0.01% 170
2025
Q4 		$21.1K Hold
82
– – 0.01% 155
2025
Q3 		$20.8K Hold
82
– – 0.01% 147
2025
Q2 		$19.3K Buy
+82
New +$18.3K 0.01% 138
2024
Q1 		– Sell
-13
Closed -$2.86K – 198
2023
Q4 		$2.86K Hold
13
– – ﹤0.01% 171
2023
Q3 		$2.52K Buy
+13
New +$2.59K ﹤0.01% 173

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

Team Financial Group's VB Position: Q2 2026 in Review

Team Financial Group sold out of Vanguard Small-Cap ETF (VB) in Q2 2026, closing a stake of 68 shares — an estimated $17.8K sold.

Team Financial Group first reported a position in VB in Q3 2023 and held it in 6 quarters. The position peaked at $21.1K in Q4 2025. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Team Financial Group reported no remaining Vanguard Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 68 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
  • Team Financial Group first reported a position in Vanguard Small-Cap ETF in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Vanguard Small-Cap ETF position peaked at $21.1K in Q4 2025.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.