Wolff Wiese Magana’s Vanguard Small-Cap ETF VB Stock Holding History

Wolff Wiese Magana’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	$9.7K	Hold	32	–	–	﹤0.01%	507
2026 Q1	$8.38K	Hold	32	–	–	﹤0.01%	502
2025 Q4	$8.26K	Hold	32	–	–	﹤0.01%	469
2025 Q3	$8.14K	Hold	32	–	–	﹤0.01%	487
2025 Q2	$7.58K	Hold	32	–	–	﹤0.01%	471
2025 Q1	$7.1K	Hold	32	–	–	﹤0.01%	476
2024 Q4	$7.69K	Buy	32 +21	+191%	+$5.17K	0.01%	467
2024 Q3	$2.61K	Hold	11	–	–	﹤0.01%	692
2024 Q2	$2.4K	Hold	11	–	–	﹤0.01%	517
2024 Q1	$2.52K	Hold	11	–	–	﹤0.01%	478
2023 Q4	$2.35K	Sell	11 -26	-70%	-$5.01K	﹤0.01%	462
2023 Q3	$7K	Hold	37	–	–	0.01%	388
2023 Q2	$7.36K	Buy	37 +26	+236%	+$4.91K	0.01%	390
2023 Q1	$2.09K	Hold	11	–	–	﹤0.01%	509
2022 Q4	$2.02K	Buy	+11	New	+$2.04K	﹤0.01%	500

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wolff Wiese Magana's VB Position: Q2 2026 in Review

Wolff Wiese Magana held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 32 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Wolff Wiese Magana first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 963 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wolff Wiese Magana held 32 shares of Vanguard Small-Cap ETF worth $9.7K as of Q2 2026.
Wolff Wiese Magana left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #507 holding.
Wolff Wiese Magana first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
963 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.