Abacus Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Abacus Wealth Partners’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 Q1	$838K	Sell	3,199 -435	-12%	-$118K	0.08%	122
2025 Q4	$937K	Buy	3,634 +1,851	+104%	+$474K	0.09%	110
2025 Q3	$453K	Sell	1,783 -1,389	-44%	-$344K	0.07%	58
2025 Q2	$752K	Buy	+3,172	New	+$708K	0.11%	38
2024 Q2	–	Sell	-1,356	Closed	-$310K	–	93
2024 Q1	$310K	Buy	+1,356	New	+$292K	0.05%	68
2022 Q1	–	Sell	-901	Closed	-$204K	–	121
2021 Q4	$204K	Buy	+901	New	+$205K	0.07%	116

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Abacus Wealth Partners's VB Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 12% in Q1 2026, selling an estimated $118K and leaving 3,199 shares worth $838K. The position accounts for 0.08% of the portfolio, ranked #122.

Abacus Wealth Partners first reported a position in VB in Q4 2021 and has held it in 6 quarters since. The position peaked at $937K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Abacus Wealth Partners held 3,199 shares of Vanguard Small-Cap ETF worth $838K as of Q1 2026.
Abacus Wealth Partners sold 435 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $118K.
Vanguard Small-Cap ETF made up 0.08% of Abacus Wealth Partners's portfolio in Q1 2026, its #122 holding.
Abacus Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 6 quarters since.
Abacus Wealth Partners's Vanguard Small-Cap ETF position peaked at $937K in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.