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

Adams 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	–	Sell	-2,345	Closed	-$556K	–	194
2025 Q2	$556K	Sell	2,345 -2,825	-55%	-$630K	0.11%	89
2025 Q1	$1.15M	Sell	5,170 -2,396	-32%	-$572K	0.23%	64
2024 Q4	$1.82M	Buy	7,566 +3,000	+66%	+$738K	0.35%	54
2024 Q3	$1.08M	Buy	4,566 +1,414	+45%	+$321K	0.23%	56
2024 Q2	$687K	Sell	3,152 -821	-21%	-$180K	0.16%	67
2024 Q1	$908K	Sell	3,973 -9,485	-70%	-$2.04M	0.22%	64
2023 Q4	$2.87M	Buy	+13,458	New	+$2.59M	0.85%	23
2023 Q3	–	Sell	-7,551	Closed	-$1.5M	–	108
2023 Q2	$1.5M	Buy	7,551 +187	+3%	+$35.3K	0.47%	29
2023 Q1	$1.4M	Buy	7,364 +4,629	+169%	+$898K	0.45%	31
2022 Q4	$502K	Sell	2,735 -191	-7%	-$35.4K	0.18%	74
2022 Q3	$500K	Buy	+2,926	New	+$552K	0.19%	63

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Adams Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q3 2025, closing a stake of 2,345 shares — an estimated $556K sold.

Adams Wealth Management first reported a position in VB in Q3 2022 and held it in 11 quarters. The position peaked at $2.87M in Q4 2023. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Adams Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Adams Wealth Management sold 2,345 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $556K.
Adams Wealth Management first reported a position in Vanguard Small-Cap ETF in Q3 2022 and held it in 11 quarters.
Adams Wealth Management's Vanguard Small-Cap ETF position peaked at $2.87M in Q4 2023.
2,195 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Adams Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.