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West Branch Capital’s Vanguard Small-Cap ETF VB Stock Holding History

West Branch Capital’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 		$7.88K Hold
26
– – ﹤0.01% 251
2026
Q1 		$6.81K Hold
26
– – ﹤0.01% 257
2025
Q4 		$6.71K Hold
26
– – ﹤0.01% 294
2025
Q3 		$6.61K Sell
26
-100
-79% -$24.8K ﹤0.01% 313
2025
Q2 		$29.9K Hold
126
– – 0.01% 177
2025
Q1 		$27.9K Buy
126
+100
+385% +$23.9K 0.01% 189
2024
Q4 		$6.25K Hold
26
– – ﹤0.01% 320
2024
Q3 		$6.17K Buy
26
+16
+160% +$3.64K ﹤0.01% 320
2024
Q2 		$2.18K Hold
10
– – ﹤0.01% 380
2024
Q1 		$2.29K Sell
10
-5
-33% -$1.08K ﹤0.01% 378
2023
Q4 		$3.16K Sell
15
-74
-83% -$14.3K ﹤0.01% 374
2023
Q3 		$16.9K Hold
89
– – 0.01% 237
2023
Q2 		$17.8K Hold
89
– – 0.01% 238
2023
Q1 		$16.9K Hold
89
– – 0.01% 245
2022
Q4 		$16.4K Sell
89
-17
-16% -$3.15K 0.01% 242
2022
Q3 		$18K Hold
106
– – 0.01% 237
2022
Q2 		$19K Hold
106
– – 0.01% 235
2022
Q1 		$23K Buy
106
+21
+25% +$4.42K 0.01% 236
2021
Q4 		$19K Buy
85
+75
+750% +$17K 0.01% 267
2021
Q3 		$2K Hold
10
– – ﹤0.01% 395
2021
Q2 		$2K Buy
+10
New +$2.22K ﹤0.01% 411

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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

West Branch Capital's VB Position: Q2 2026 in Review

West Branch Capital held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 26 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

West Branch Capital first reported a position in VB in Q2 2021 and has held it in 21 quarters since. The position peaked at $29.9K in Q2 2025. 749 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • West Branch Capital held 26 shares of Vanguard Small-Cap ETF worth $7.88K as of Q2 2026.
  • West Branch Capital left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #251 holding.
  • West Branch Capital first reported a position in Vanguard Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Vanguard Small-Cap ETF position peaked at $29.9K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.