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

Wellspring 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 		$852K Sell
2,810
-120
-4% -$34.4K 0.06% 111
2026
Q1 		$767K Sell
2,930
-637
-18% -$172K 0.06% 120
2025
Q4 		$921K Sell
3,567
-894
-20% -$229K 0.07% 93
2025
Q3 		$1.13M Sell
4,461
-1,853
-29% -$460K 0.1% 60
2025
Q2 		$1.5M Sell
6,314
-1
-0% -$223 0.15% 49
2025
Q1 		$1.4M Buy
6,315
+4
+0.1% +$955 0.16% 47
2024
Q4 		$1.52M Buy
6,311
+1
+0% +$246 0.16% 44
2024
Q3 		$1.5M Sell
6,310
-13
-0.2% -$2.95K 0.18% 47
2024
Q2 		$1.38M Hold
6,323
– – 0.19% 46
2024
Q1 		$1.45M Sell
6,323
-97
-2% -$20.9K 0.23% 45
2023
Q4 		$1.37M Buy
6,420
+98
+2% +$18.9K 0.34% 42
2023
Q3 		$1.2M Sell
6,322
-386
-6% -$76.9K 0.35% 45
2023
Q2 		$1.33M Sell
6,708
-2,768
-29% -$523K 0.38% 41
2023
Q1 		$1.8M Buy
9,476
+1
+0% +$194 0.53% 37
2022
Q4 		$1.74M Buy
9,475
+2
+0% +$371 0.58% 35
2022
Q3 		$1.62M Sell
9,473
-67
-0.7% -$12.7K 0.6% 31
2022
Q2 		$1.68M Sell
9,540
-6,514
-41% -$1.26M 0.59% 32
2022
Q1 		$3.41M Sell
16,054
-3,560
-18% -$749K 1.01% 22
2021
Q4 		$4.43M Sell
19,614
-59
-0.3% -$13.4K 1.24% 20
2021
Q3 		$4.3M Sell
19,673
-3,704
-16% -$823K 1.3% 20
2021
Q2 		$5.27M Sell
23,377
-37,255
-61% -$8.26M 1.66% 18
2021
Q1 		$7M Buy
60,632
+33,450
+123% +$7.05M 3.38% 9
2020
Q4 		$5.29M Sell
27,182
-7,563
-22% -$1.33M 1.85% 16
2020
Q3 		$5.34M Sell
34,745
-5,812
-14% -$893K 2.09% 14
2020
Q2 		$5.91M Sell
40,557
-20,075
-33% -$2.7M 2.44% 14
2020
Q1 		$7M Buy
+60,632
New +$9.11M 3.38% 9

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

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

Wellspring Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q2 2026, selling an estimated $34.4K and leaving 2,810 shares worth $852K. The position accounts for 0.06% of the portfolio, ranked #111.

Wellspring Financial Advisors first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $7M in Q1 2021. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Wellspring Financial Advisors held 2,810 shares of Vanguard Small-Cap ETF worth $852K as of Q2 2026.
  • Wellspring Financial Advisors sold 120 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard Small-Cap ETF made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #111 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Vanguard Small-Cap ETF position peaked at $7M in Q1 2021.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.