WIM
VB icon

Waycross Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Waycross Investment 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 		$4.53M Buy
+14,949
New +$4.28M 3.45% 11
2025
Q2 		– Sell
-18,834
Closed -$4.18M – 40
2025
Q1 		$4.18M Sell
18,834
-2,438
-11% -$582K 4.71% 6
2024
Q4 		$5.11M Buy
21,272
+1,144
+6% +$281K 5.38% 6
2024
Q3 		$4.77M Sell
20,128
-816
-4% -$185K 4.4% 7
2024
Q2 		$4.57M Buy
20,944
+83
+0.4% +$18.2K 4.41% 6
2024
Q1 		$4.77M Buy
20,861
+1,842
+10% +$396K 4.44% 5
2023
Q4 		$4.06M Buy
19,019
+733
+4% +$141K 4.46% 6
2023
Q3 		$3.46M Sell
18,286
-6
-0% -$1.2K 3.98% 6
2023
Q2 		$3.64M Sell
18,292
-1,723
-9% -$326K 3.79% 7
2023
Q1 		$3.79M Buy
20,015
+72
+0.4% +$14K 3.8% 6
2022
Q4 		$3.66M Buy
+19,943
New +$3.7M 3.7% 6

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

Waycross Investment Management's VB Position: Q2 2026 in Review

Waycross Investment Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 14,949 shares worth $4.53M. The stake represents 3.45% of the portfolio and ranks #11 among its holdings. This is a return to the name: Waycross Investment Management previously reported a position in VB as recently as Q1 2025.

Waycross Investment Management first reported a position in VB in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.11M in Q4 2024. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Waycross Investment Management held 14,949 shares of Vanguard Small-Cap ETF worth $4.53M as of Q2 2026.
  • Vanguard Small-Cap ETF was a new Waycross Investment Management position in Q2 2026.
  • Vanguard Small-Cap ETF made up 3.45% of Waycross Investment Management's portfolio in Q2 2026, its #11 holding.
  • Waycross Investment Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 11 quarters since.
  • Waycross Investment Management's Vanguard Small-Cap ETF position peaked at $5.11M in Q4 2024.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.