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YHB Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

YHB Investment 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 		$243K Sell
802
-20
-2% -$5.73K 0.02% 291
2026
Q1 		$215K Sell
822
-115
-12% -$31.1K 0.02% 290
2025
Q4 		$242K Hold
937
– – 0.02% 279
2025
Q3 		$238K Sell
937
-50
-5% -$12.4K 0.02% 280
2025
Q2 		$234K Buy
987
+1
+0.1% +$223 0.02% 286
2025
Q1 		$219K Sell
986
-171
-15% -$40.8K 0.02% 279
2024
Q4 		$278K Sell
1,157
-669
-37% -$165K 0.02% 242
2024
Q3 		$433K Sell
1,826
-1,066
-37% -$242K 0.04% 210
2024
Q2 		$631K Sell
2,892
-120
-4% -$26.4K 0.05% 180
2024
Q1 		$689K Sell
3,012
-375
-11% -$80.7K 0.06% 170
2023
Q4 		$723K Hold
3,387
– – 0.07% 159
2023
Q3 		$640K Sell
3,387
-485
-13% -$96.6K 0.06% 169
2023
Q2 		$770K Sell
3,872
-1
-0% -$189 0.07% 159
2023
Q1 		$734K Buy
3,873
+2,025
+110% +$393K 0.07% 160
2022
Q4 		$339K Buy
+1,848
New +$343K 0.04% 211

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
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

YHB Investment Advisors's VB Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 2.4% in Q2 2026, selling an estimated $5.73K and leaving 802 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #291.

YHB Investment Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $770K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • YHB Investment Advisors held 802 shares of Vanguard Small-Cap ETF worth $243K as of Q2 2026.
  • YHB Investment Advisors sold 20 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Small-Cap ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #291 holding.
  • YHB Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • YHB Investment Advisors's Vanguard Small-Cap ETF position peaked at $770K in Q2 2023.
  • 1,041 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.