WEG
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World Equity Group’s Vanguard Small-Cap ETF VB Stock Holding History

World Equity Group’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 		$1.73M Buy
5,714
+74
+1% +$21.2K 0.39% 55
2026
Q1 		$1.48M Buy
5,640
+156
+3% +$42.2K 0.38% 52
2025
Q4 		$1.41M Buy
5,484
+205
+4% +$52.5K 0.39% 53
2025
Q3 		$1.34M Sell
5,279
-110
-2% -$27.3K 0.3% 73
2025
Q2 		$1.28M Buy
5,389
+1,242
+30% +$277K 0.35% 62
2025
Q1 		$920K Sell
4,147
-3,499
-46% -$836K 0.26% 84
2024
Q4 		$1.84M Buy
7,646
+4,716
+161% +$1.16M 0.39% 50
2024
Q3 		$695K Buy
2,930
+636
+28% +$145K 0.25% 93
2024
Q2 		$500K Sell
2,294
-2,008
-47% -$441K 0.15% 153
2024
Q1 		$983K Sell
4,302
-78
-2% -$16.8K 0.2% 121
2023
Q4 		$934K Buy
4,380
+416
+10% +$80.2K 0.19% 120
2023
Q3 		$749K Buy
3,964
+1,935
+95% +$386K 0.16% 150
2023
Q2 		$404K Sell
2,029
-20,211
-91% -$3.82M 0.12% 215
2023
Q1 		$899K Buy
22,240
+13,415
+152% +$2.6M 0.13% 174
2022
Q4 		$1.62M Buy
8,825
+105
+1% +$19.5K 0.38% 73
2022
Q3 		$1.49M Buy
8,720
+153
+2% +$28.9K 0.38% 72
2022
Q2 		$1.51M Buy
8,567
+455
+6% +$87.9K 0.38% 69
2022
Q1 		$1.72M Buy
+8,112
New +$1.71M 0.37% 70

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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

World Equity Group's VB Position: Q2 2026 in Review

World Equity Group increased its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,714 shares worth $1.73M. The position accounts for 0.39% of the portfolio, ranked #55.

World Equity Group first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.84M in Q4 2024. 630 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • World Equity Group held 5,714 shares of Vanguard Small-Cap ETF worth $1.73M as of Q2 2026.
  • World Equity Group bought 74 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $21.2K.
  • Vanguard Small-Cap ETF made up 0.39% of World Equity Group's portfolio in Q2 2026, its #55 holding.
  • World Equity Group first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Small-Cap ETF position peaked at $1.84M in Q4 2024.
  • 630 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.