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Websterrogers Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Websterrogers Financial 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 		$801K Sell
2,642
-154
-6% -$44.1K 0.21% 48
2026
Q1 		$732K Buy
2,796
+181
+7% +$49K 0.21% 48
2025
Q4 		$675K Sell
2,615
-40
-2% -$10.2K 0.2% 48
2025
Q3 		$675K Sell
2,655
-8
-0.3% -$1.98K 0.2% 48
2025
Q2 		$631K Sell
2,663
-32
-1% -$7.14K 0.2% 48
2025
Q1 		$598K Hold
2,695
– – 0.2% 48
2024
Q4 		$648K Buy
2,695
+3
+0.1% +$738 0.22% 46
2024
Q3 		$639K Hold
2,692
– – 0.22% 46
2024
Q2 		$587K Sell
2,692
-109
-4% -$23.9K 0.21% 47
2024
Q1 		$641K Sell
2,801
-44
-2% -$9.46K 0.23% 46
2023
Q4 		$607K Sell
2,845
-382
-12% -$73.6K 0.25% 39
2023
Q3 		$610K Sell
3,227
-72
-2% -$14.3K 0.27% 42
2023
Q2 		$656K Buy
3,299
+5
+0.2% +$945 0.29% 39
2023
Q1 		$624K Sell
3,294
-663
-17% -$129K 0.29% 39
2022
Q4 		$726K Sell
3,957
-97
-2% -$18K 0.35% 38
2022
Q3 		$693K Buy
4,054
+49
+1% +$9.25K 0.36% 30
2022
Q2 		$705K Sell
4,005
-1,083
-21% -$209K 0.34% 31
2022
Q1 		$1.09M Sell
5,088
-238
-4% -$50.1K 0.56% 28
2021
Q4 		$1.2M Sell
5,326
-64
-1% -$14.5K 0.27% 36
2021
Q3 		$1.18M Sell
5,390
-155
-3% -$34.5K 0.27% 33
2021
Q2 		$1.18M Buy
5,545
+540
+11% +$120K 0.28% 32
2021
Q1 		$1.07M Buy
5,005
+12
+0.2% +$2.53K 0.29% 26
2020
Q4 		$1.04M Buy
+4,993
New +$881K 0.3% 26

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

Websterrogers Financial Advisors's VB Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 5.5% in Q2 2026, selling an estimated $44.1K and leaving 2,642 shares worth $801K. The position accounts for 0.21% of the portfolio, ranked #48.

Websterrogers Financial Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2021. 499 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Websterrogers Financial Advisors held 2,642 shares of Vanguard Small-Cap ETF worth $801K as of Q2 2026.
  • Websterrogers Financial Advisors sold 154 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $44.1K.
  • Vanguard Small-Cap ETF made up 0.21% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Vanguard Small-Cap ETF position peaked at $1.2M in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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