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ZWJ Investment Counsel’s Vanguard Small-Cap ETF VB Stock Holding History

ZWJ Investment Counsel’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 		$433K Buy
1,429
+1
+0.1% +$287 0.01% 179
2026
Q1 		$374K Buy
1,428
+2
+0.1% +$541 0.01% 164
2025
Q4 		$368K Buy
1,426
+80
+6% +$20.5K 0.01% 159
2025
Q3 		$342K Hold
1,346
– – 0.01% 166
2025
Q2 		$319K Sell
1,346
-36
-3% -$8.03K 0.01% 170
2025
Q1 		$306K Hold
1,382
– – 0.01% 181
2024
Q4 		$332K Sell
1,382
-54
-4% -$13.3K 0.01% 176
2024
Q3 		$341K Buy
1,436
+129
+10% +$29.3K 0.01% 181
2024
Q2 		$285K Sell
1,307
-10
-0.8% -$2.2K 0.01% 190
2024
Q1 		$301K Buy
1,317
+223
+20% +$48K 0.01% 192
2023
Q4 		$233K Hold
1,094
– – 0.01% 180
2023
Q3 		$207K Hold
1,094
– – 0.01% 184
2023
Q2 		$218K Sell
1,094
-48
-4% -$9.07K 0.01% 176
2023
Q1 		$216K Sell
1,142
-31
-3% -$6.01K 0.01% 177
2022
Q4 		$215K Hold
1,173
– – 0.01% 168
2022
Q3 		$200K Buy
+1,173
New +$221K 0.01% 169

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
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

ZWJ Investment Counsel's VB Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Vanguard Small-Cap ETF (VB) stake by 0.07% in Q2 2026, buying an estimated $287 and bringing the position to 1,429 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #179.

ZWJ Investment Counsel first reported a position in VB in Q3 2022 and has held it in 16 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • ZWJ Investment Counsel held 1,429 shares of Vanguard Small-Cap ETF worth $433K as of Q2 2026.
  • ZWJ Investment Counsel bought 1 Vanguard Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Small-Cap ETF made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #179 holding.
  • ZWJ Investment Counsel first reported a position in Vanguard Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.