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

Accredited 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
2025
Q3 		$25.5K Buy
4,777
+4,677
+4,677% +$1.16M 0.02% 186
2025
Q2 		$23.8K Hold
100
– – 0.02% 188
2025
Q1 		$22.2K Buy
100
+39
+64% +$9.31K 0.02% 171
2024
Q4 		$14.7K Buy
+61
New +$15K 0.01% 216

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Accredited Wealth Management's VB Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 4,677% in Q3 2025, buying an estimated $1.16M and bringing the position to 4,777 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #186.

Accredited Wealth Management first reported a position in VB in Q4 2024 and has held it in 4 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Accredited Wealth Management held 4,777 shares of Vanguard Small-Cap ETF worth $25.5K as of Q3 2025.
  • Accredited Wealth Management bought 4,677 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $1.16M.
  • Vanguard Small-Cap ETF made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #186 holding.
  • Accredited Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.