WG
VB icon

Welch Group’s Vanguard Small-Cap ETF VB Stock Holding History

Welch Group’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 		$261K Hold
860
– – 0.01% 269
2026
Q1 		$225K Hold
860
– – 0.01% 281
2025
Q4 		$222K Buy
860
+1
+0.1% +$256 0.01% 290
2025
Q3 		$218K Sell
859
-115
-12% -$28.5K 0.01% 276
2025
Q2 		$231K Buy
+974
New +$217K 0.01% 245
2025
Q1 		– Sell
-874
Closed -$210K – 277
2024
Q4 		$210K Buy
874
+17
+2% +$4.18K 0.01% 247
2024
Q3 		$203K Buy
+857
New +$195K 0.01% 255
2023
Q1 		– Sell
-1,688
Closed -$310K – 226
2022
Q4 		$310K Sell
1,688
-870
-34% -$161K 0.02% 156
2022
Q3 		$437K Sell
2,558
-12
-0.5% -$2.27K 0.03% 106
2022
Q2 		$453K Hold
2,570
– – 0.03% 111
2022
Q1 		$546K Sell
2,570
-316
-11% -$66.5K 0.03% 112
2021
Q4 		$652K Buy
+2,886
New +$656K 0.04% 105

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Welch Group's VB Position: Q2 2026 in Review

Welch Group held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 860 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #269.

Welch Group first reported a position in VB in Q4 2021 and has held it in 12 quarters since. The position peaked at $652K in Q4 2021. 1,188 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Welch Group held 860 shares of Vanguard Small-Cap ETF worth $261K as of Q2 2026.
  • Welch Group left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #269 holding.
  • Welch Group first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • Welch Group's Vanguard Small-Cap ETF position peaked at $652K in Q4 2021.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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