Tru Independence Asset Management 2’s Vanguard Small-Cap ETF VB Stock Holding History

Tru Independence Asset Management 2’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
2025 Q2	–	Sell	-2,031	Closed	-$529K	–	95
2025 Q1	$529K	Buy	+2,031	New	+$485K	0.4%	52
2022 Q1	–	Sell	-5,368	Closed	-$1.21M	–	137
2021 Q4	$1.21M	Sell	5,368 -443	-8%	-$101K	0.64%	34
2021 Q3	$1.27M	Sell	5,811 -14,617	-72%	-$3.25M	0.9%	22
2021 Q2	$4.6M	Buy	20,428 +6,127	+43%	+$1.36M	3.14%	10
2021 Q1	$3.06M	Buy	14,301 +3,238	+29%	+$682K	2.42%	14
2020 Q4	$2.15M	Buy	+11,063	New	+$1.95M	1.81%	17

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tru Independence Asset Management 2's VB Position: Q2 2025 in Review

Tru Independence Asset Management 2 sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 2,031 shares — an estimated $529K sold.

Tru Independence Asset Management 2 first reported a position in VB in Q4 2020 and held it in 6 quarters. The position peaked at $4.6M in Q2 2021. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Tru Independence Asset Management 2 reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 2,031 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $529K.
Tru Independence Asset Management 2 first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's Vanguard Small-Cap ETF position peaked at $4.6M in Q2 2021.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2025, filed 16 Jul 2025.