Wisconsin Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Wisconsin Wealth 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	$1.95M	Buy	6,419 +151	+2%	+$43.3K	1.67%	18
2026 Q1	$1.64M	Buy	6,268 +285	+5%	+$77.1K	1.61%	22
2025 Q4	$1.54M	Sell	5,983 -5	-0.1%	-$1.28K	1.51%	24
2025 Q3	$1.52M	Sell	5,988 -111	-2%	-$27.5K	1.45%	22
2025 Q2	$1.45M	Buy	6,099 +254	+4%	+$56.7K	1.66%	19
2025 Q1	$1.3M	Buy	5,845 +204	+4%	+$48.7K	1.86%	16
2024 Q4	$1.36M	Buy	+5,641	New	+$1.39M	2%	15

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Wisconsin Wealth Advisors's VB Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 2.4% in Q2 2026, buying an estimated $43.3K and bringing the position to 6,419 shares worth $1.95M. The position accounts for 1.67% of the portfolio, ranked #18.

Wisconsin Wealth Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wisconsin Wealth Advisors held 6,419 shares of Vanguard Small-Cap ETF worth $1.95M as of Q2 2026.
Wisconsin Wealth Advisors bought 151 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Small-Cap ETF made up 1.67% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Wisconsin Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.