Aberdeen Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Aberdeen Wealth Management’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	$1.71M	Buy	6,535 +554	+9%	+$150K	0.78%	24
2025 Q4	$1.54M	Buy	+5,981	New	+$1.53M	0.71%	24
2024 Q3	–	Sell	-97	Closed	-$21.1K	–	174
2024 Q2	$21.1K	Buy	97 +10	+11%	+$2.2K	0.01%	160
2024 Q1	$19.9K	Buy	+87	New	+$18.7K	0.01%	164
2023 Q2	–	Sell	-73	Closed	-$13.8K	–	165
2023 Q1	$13.8K	Hold	73	–	–	0.01%	157
2022 Q4	$13.4K	Hold	73	–	–	0.01%	158
2022 Q3	$12K	Buy	73 +53	+265%	+$10K	0.01%	152
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	164
2022 Q1	$4K	Buy	+20	New	+$4.21K	﹤0.01%	169

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

Aberdeen Wealth Management's VB Position: Q1 2026 in Review

Aberdeen Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 9.3% in Q1 2026, buying an estimated $150K and bringing the position to 6,535 shares worth $1.71M. The position accounts for 0.78% of the portfolio, ranked #24.

Aberdeen Wealth Management first reported a position in VB in Q1 2022 and has held it in 9 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Aberdeen Wealth Management held 6,535 shares of Vanguard Small-Cap ETF worth $1.71M as of Q1 2026.
Aberdeen Wealth Management bought 554 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $150K.
Vanguard Small-Cap ETF made up 0.78% of Aberdeen Wealth Management's portfolio in Q1 2026, its #24 holding.
Aberdeen Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 9 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.