WFS
VB icon

Walker Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Walker Financial Services’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 		$300K Buy
989
+3
+0.3% +$860 0.09% 37
2026
Q1 		$258K Buy
986
+3
+0.3% +$812 0.09% 40
2025
Q4 		$254K Sell
983
-15
-2% -$3.84K 0.09% 39
2025
Q3 		$254K Sell
998
-54
-5% -$13.4K 0.1% 38
2025
Q2 		$249K Hold
1,052
– – 0.11% 31
2025
Q1 		$233K Hold
1,052
– – 0.12% 28
2024
Q4 		$253K Buy
1,052
+17
+2% +$4.18K 0.15% 27
2024
Q3 		$246K Sell
1,035
-15
-1% -$3.41K 0.17% 27
2024
Q2 		$229K Hold
1,050
– – 0.18% 25
2024
Q1 		$240K Buy
+1,050
New +$226K 0.2% 25

Other funds holding VB

GC
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Walker Financial Services's VB Position: Q2 2026 in Review

Walker Financial Services increased its Vanguard Small-Cap ETF (VB) stake by 0.3% in Q2 2026, buying an estimated $860 and bringing the position to 989 shares worth $300K. The position accounts for 0.09% of the portfolio, ranked #37.

Walker Financial Services first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Walker Financial Services held 989 shares of Vanguard Small-Cap ETF worth $300K as of Q2 2026.
  • Walker Financial Services bought 3 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Small-Cap ETF made up 0.09% of Walker Financial Services's portfolio in Q2 2026, its #37 holding.
  • Walker Financial Services first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.