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

Advocacy Wealth Management Services’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 Q1	–	Sell	-99,113	Closed	-$23.8M	–	60
2024 Q4	$23.8M	Buy	+99,113	New	+$24.4M	1.81%	18
2016 Q2	–	Sell	-2,575	Closed	-$287K	–	457
2016 Q1	$287K	Sell	2,575 -3,345	-57%	-$346K	0.2%	67
2015 Q4	$658K	Buy	+5,920	New	+$671K	0.74%	36
2013 Q3	$620K	Buy	5,995 +2,025	+51%	+$202K	1.7%	10
2013 Q2	$372K	Buy	+3,970	New	+$367K	1.48%	16

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

Advocacy Wealth Management Services's VB Position: Q1 2025 in Review

Advocacy Wealth Management Services sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 99,113 shares — an estimated $23.8M sold.

Advocacy Wealth Management Services first reported a position in VB in Q2 2013 and held it in 5 quarters. The position peaked at $23.8M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Advocacy Wealth Management Services reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Advocacy Wealth Management Services sold 99,113 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $23.8M.
Advocacy Wealth Management Services first reported a position in Vanguard Small-Cap ETF in Q2 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's Vanguard Small-Cap ETF position peaked at $23.8M in Q4 2024.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2025, filed 6 May 2025.