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

Weitzel 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 		$491K Hold
1,641
– – 0.17% 34
2026
Q1 		$432K Hold
1,641
– – 0.16% 33
2025
Q4 		$429K Sell
1,641
-36
-2% -$9.22K 0.17% 34
2025
Q3 		$425K Buy
1,677
+45
+3% +$11.2K 0.17% 34
2025
Q2 		$392K Hold
1,632
– – 0.17% 34
2025
Q1 		$344K Hold
1,632
– – 0.16% 31
2024
Q4 		$396K Sell
1,632
-37
-2% -$9.1K 0.19% 32
2024
Q3 		$392K Sell
1,669
-3
-0.2% -$682 0.18% 29
2024
Q2 		$362K Hold
1,672
– – 0.18% 28
2024
Q1 		$379K Hold
1,672
– – 0.19% 28
2023
Q4 		$356K Sell
1,672
-199
-11% -$38.3K 0.19% 29
2023
Q3 		$344K Sell
1,871
-150
-7% -$29.9K 0.2% 27
2023
Q2 		$402K Hold
2,021
– – 0.23% 25
2023
Q1 		$383K Sell
2,021
-12
-0.6% -$2.33K 0.23% 24
2022
Q4 		$373K Sell
2,033
-5
-0.2% -$927 0.24% 24
2022
Q3 		$348K Hold
2,038
– – 0.24% 25
2022
Q2 		$359K Sell
2,038
-2,448
-55% -$473K 0.24% 25
2022
Q1 		$953K Sell
4,486
-138
-3% -$29.1K 0.61% 19
2021
Q4 		$1.05M Buy
4,624
+15
+0.3% +$3.41K 0.63% 19
2021
Q3 		$1.02M Sell
4,609
-1,004,696
-100% -$223M 0.66% 19
2021
Q2 		$4.58M Buy
1,009,305
+1,003,973
+18,829% +$222M 0.16% 23
2021
Q1 		$1.13M Buy
5,332
+644
+14% +$136K 0.79% 19
2020
Q4 		$1.02M Buy
+4,688
New +$827K 0.76% 17

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
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
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
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

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

Weitzel Financial Services held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,641 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #34.

Weitzel Financial Services first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.58M in Q2 2021. 578 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Weitzel Financial Services held 1,641 shares of Vanguard Small-Cap ETF worth $491K as of Q2 2026.
  • Weitzel Financial Services left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.17% of Weitzel Financial Services's portfolio in Q2 2026, its #34 holding.
  • Weitzel Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Weitzel Financial Services's Vanguard Small-Cap ETF position peaked at $4.58M in Q2 2021.
  • 578 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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