TWM
VB icon

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

Tumwater Wealth Management’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 		$530K Buy
1,750
+45
+3% +$12.9K 0.19% 20
2026
Q1 		$447K Sell
1,705
-257
-13% -$69.5K 0.18% 20
2025
Q4 		$506K Buy
1,962
+34
+2% +$8.71K 0.21% 20
2025
Q3 		$490K Sell
1,928
-749
-28% -$186K 0.22% 19
2025
Q2 		$634K Buy
2,677
+56
+2% +$12.5K 0.29% 15
2025
Q1 		$581K Sell
2,621
-14
-0.5% -$3.34K 0.3% 16
2024
Q4 		$633K Buy
+2,635
New +$648K 0.33% 15

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

Tumwater Wealth Management's VB Position: Q2 2026 in Review

Tumwater Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 2.6% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,750 shares worth $530K. The position accounts for 0.19% of the portfolio, ranked #20.

Tumwater Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q2 2025. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tumwater Wealth Management held 1,750 shares of Vanguard Small-Cap ETF worth $530K as of Q2 2026.
  • Tumwater Wealth Management bought 45 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Small-Cap ETF made up 0.19% of Tumwater Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Tumwater Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Tumwater Wealth Management's Vanguard Small-Cap ETF position peaked at $634K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.