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

VERITY Wealth Advisors’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	$314K	Buy	1,035 +20	+2%	+$5.73K	0.19%	62
2026 Q1	$266K	Hold	1,015	–	–	0.18%	70
2025 Q4	$262K	Hold	1,015	–	–	0.16%	75
2025 Q3	$258K	Hold	1,015	–	–	0.16%	73
2025 Q2	$241K	Hold	1,015	–	–	0.16%	74
2025 Q1	$225K	Hold	1,015	–	–	0.17%	71
2024 Q4	$244K	Hold	1,015	–	–	0.18%	67
2024 Q3	$241K	Hold	1,015	–	–	0.17%	69
2024 Q2	$221K	Hold	1,015	–	–	0.17%	70
2024 Q1	$232K	Hold	1,015	–	–	0.18%	71
2023 Q4	$217K	Buy	+1,015	New	+$196K	0.19%	68
2023 Q3	–	Sell	-1,015	Closed	-$202K	–	68
2023 Q2	$202K	Buy	+1,015	New	+$192K	0.18%	68

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

VERITY Wealth Advisors's VB Position: Q2 2026 in Review

VERITY Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 2% in Q2 2026, buying an estimated $5.73K and bringing the position to 1,035 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #62.

VERITY Wealth Advisors first reported a position in VB in Q2 2023 and has held it in 12 quarters since. 738 funds tracked by Wall St. Rank hold VB as of Q2 2026.

VERITY Wealth Advisors held 1,035 shares of Vanguard Small-Cap ETF worth $314K as of Q2 2026.
VERITY Wealth Advisors bought 20 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
Vanguard Small-Cap ETF made up 0.19% of VERITY Wealth Advisors's portfolio in Q2 2026, its #62 holding.
VERITY Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
738 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.