VIPI
VB icon

Vista Investment Partners II’s Vanguard Small-Cap ETF VB Stock Holding History

Vista Investment Partners II’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 		$1.07M Buy
3,544
+22
+0.6% +$6.3K 0.42% 68
2026
Q1 		$922K Buy
3,522
+831
+31% +$225K 0.41% 65
2025
Q4 		$694K Buy
2,691
+620
+30% +$159K 0.3% 78
2025
Q3 		$527K Buy
2,071
+73
+4% +$18.1K 0.25% 84
2025
Q2 		$473K Buy
1,998
+78
+4% +$17.4K 0.23% 84
2025
Q1 		$426K Buy
1,920
+888
+86% +$212K 0.24% 87
2024
Q4 		$248K Buy
+1,032
New +$254K 0.15% 107

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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Vista Investment Partners II's VB Position: Q2 2026 in Review

Vista Investment Partners II increased its Vanguard Small-Cap ETF (VB) stake by 0.62% in Q2 2026, buying an estimated $6.3K and bringing the position to 3,544 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #68.

Vista Investment Partners II first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Vista Investment Partners II held 3,544 shares of Vanguard Small-Cap ETF worth $1.07M as of Q2 2026.
  • Vista Investment Partners II bought 22 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $6.3K.
  • Vanguard Small-Cap ETF made up 0.42% of Vista Investment Partners II's portfolio in Q2 2026, its #68 holding.
  • Vista Investment Partners II first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.