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Wealthquest’s Vanguard Small-Cap ETF VB Stock Holding History

Wealthquest’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 		$67.6M Buy
222,880
+35,633
+19% +$10.2M 4.26% 6
2026
Q1 		$49M Buy
187,247
+35,205
+23% +$9.53M 3.47% 8
2025
Q4 		$39.2M Buy
152,042
+2,478
+2% +$635K 2.96% 10
2025
Q3 		$38M Buy
149,564
+1,626
+1% +$403K 3.03% 11
2025
Q2 		$35.1M Buy
147,938
+4,708
+3% +$1.05M 2.77% 11
2025
Q1 		$31.8M Sell
143,230
-1,079
-0.7% -$258K 2.65% 12
2024
Q4 		$34.7M Buy
144,309
+1,439
+1% +$354K 2.82% 12
2024
Q3 		$33.5M Buy
142,870
+8,174
+6% +$1.86M 2.96% 11
2024
Q2 		$29.4M Buy
134,696
+3,886
+3% +$853K 3.13% 12
2024
Q1 		$29.9M Sell
130,810
-3,617
-3% -$778K 3.2% 11
2023
Q4 		$28.7M Buy
134,427
+756
+0.6% +$146K 3.18% 10
2023
Q3 		$25.3M Buy
133,671
+3,137
+2% +$625K 3.1% 11
2023
Q2 		$26M Buy
130,534
+1,800
+1% +$340K 3.1% 11
2023
Q1 		$24.4M Buy
128,734
+1,790
+1% +$347K 3.17% 11
2022
Q4 		$23.3M Buy
126,944
+2,076
+2% +$385K 3% 10
2022
Q3 		$21.3M Buy
124,868
+59,079
+90% +$11.2M 2.98% 11
2022
Q2 		$11.6M Sell
65,789
-36,153
-35% -$6.98M 1.75% 14
2022
Q1 		$23M Hold
101,942
– – 3.53% 8
2021
Q4 		$23M Buy
101,942
+7,684
+8% +$1.75M 3.53% 8
2021
Q3 		$20.6M Buy
94,258
+22,571
+31% +$5.02M 3.48% 9
2021
Q2 		$16.1M Buy
71,687
+29,875
+71% +$6.62M 2.76% 11
2021
Q1 		$8.95M Buy
+41,812
New +$8.81M 1.67% 13
2019
Q4 		$207K Buy
+1,253
New +$200K 0.06% 131
2019
Q2 		– Sell
-1,866
Closed -$285K – 135
2019
Q1 		$285K Sell
1,866
-59
-3% -$8.77K 0.11% 100
2018
Q4 		$254K Buy
+1,925
New +$280K 0.1% 104

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wealthquest's VB Position: Q2 2026 in Review

Wealthquest increased its Vanguard Small-Cap ETF (VB) stake by 19% in Q2 2026, buying an estimated $10.2M and bringing the position to 222,880 shares worth $67.6M. The position accounts for 4.26% of the portfolio, ranked #6.

Wealthquest first reported a position in VB in Q4 2018 and has held it in 25 quarters since. 958 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wealthquest held 222,880 shares of Vanguard Small-Cap ETF worth $67.6M as of Q2 2026.
  • Wealthquest bought 35,633 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $10.2M.
  • Vanguard Small-Cap ETF made up 4.26% of Wealthquest's portfolio in Q2 2026, its #6 holding.
  • Wealthquest first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.