William Mack & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

William Mack & Associates’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	$436K	Buy	1,440 +241	+20%	+$69.1K	0.15%	57
2026 Q1	$314K	Sell	1,199 -241	-17%	-$65.2K	0.18%	56
2025 Q4	$371K	Buy	1,440 +174	+14%	+$44.6K	0.17%	53
2025 Q3	$322K	Hold	1,266	–	–	0.17%	58
2025 Q2	$300K	Buy	+1,266	New	+$282K	0.19%	59

Other funds holding VB

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return