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

AE 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 		$4.28M Buy
16,350
+762
+5% +$206K 0.02% 453
2025
Q4 		$4.02M Buy
15,588
+2,318
+17% +$594K 0.02% 443
2025
Q3 		$3.37M Buy
13,270
+790
+6% +$196K 0.02% 435
2025
Q2 		$2.96M Buy
12,480
+1,435
+13% +$320K 0.02% 452
2025
Q1 		$2.45M Sell
11,045
-4,811
-30% -$1.15M 0.02% 479
2024
Q4 		$3.81M Sell
15,856
-11,317
-42% -$2.78M 0.03% 392
2024
Q3 		$6.45M Sell
27,173
-436
-2% -$99.1K 0.06% 289
2024
Q2 		$6.02M Buy
27,609
+18,872
+216% +$4.14M 0.06% 292
2024
Q1 		$2M Sell
8,737
-54,236
-86% -$11.7M 0.02% 489
2023
Q4 		$13.2M Sell
62,973
-15,380
-20% -$2.96M 0.07% 331
2023
Q3 		$14.8M Sell
78,353
-37,486
-32% -$7.47M 0.09% 270
2023
Q2 		$23M Buy
115,839
+33,208
+40% +$6.28M 0.14% 172
2023
Q1 		$15.7M Buy
82,631
+20,373
+33% +$3.95M 0.1% 241
2022
Q4 		$11.4M Sell
62,258
-12,737
-17% -$2.36M 0.08% 285
2022
Q3 		$12.8M Sell
74,995
-2,417
-3% -$456K 0.1% 209
2022
Q2 		$13.6M Buy
77,412
+817
+1% +$158K 0.11% 205
2022
Q1 		$16.3M Sell
76,595
-23,010
-23% -$4.84M 0.11% 184
2021
Q4 		$22.5M Buy
99,605
+6,724
+7% +$1.53M 0.16% 132
2021
Q3 		$20.3M Buy
92,881
+25,613
+38% +$5.69M 0.17% 131
2021
Q2 		$15.2M Buy
67,268
+10,307
+18% +$2.28M 0.13% 156
2021
Q1 		$12.2M Buy
56,961
+6,961
+14% +$1.47M 0.12% 168
2020
Q4 		$9.73M Buy
50,000
+3,490
+8% +$616K 0.11% 184
2020
Q3 		$7.15M Buy
46,510
+649
+1% +$99.7K 0.1% 181
2020
Q2 		$6.68M Buy
45,861
+14,160
+45% +$1.9M 0.1% 186
2020
Q1 		$3.66M Sell
31,701
-2,578
-8% -$387K 0.08% 212
2019
Q4 		$5.68M Buy
34,279
+12,109
+55% +$1.93M 0.12% 158
2019
Q3 		$3.41M Buy
22,170
+3,651
+20% +$566K 0.1% 188
2019
Q2 		$2.9M Buy
18,519
+4,311
+30% +$666K 0.09% 183
2019
Q1 		$2.17M Buy
14,208
+1,508
+12% +$224K 0.15% 132
2018
Q4 		$1.68M Buy
12,700
+3,947
+45% +$575K 0.29% 92
2018
Q3 		$1.42M Buy
8,753
+1,004
+13% +$162K 0.08% 175
2018
Q2 		$1.21M Buy
7,749
+3,252
+72% +$498K 0.08% 141
2018
Q1 		$661K Buy
4,497
+286
+7% +$42.7K 0.05% 220
2017
Q4 		$622K Buy
4,211
+1,355
+47% +$196K 0.05% 217
2017
Q3 		$404K Sell
2,856
-571
-17% -$77.8K 0.04% 262
2017
Q2 		$464K Buy
3,427
+1,014
+42% +$136K 0.06% 236
2017
Q1 		$322K Buy
+2,413
New +$319K 0.06% 206

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

AE Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 4.9% in Q1 2026, buying an estimated $206K and bringing the position to 16,350 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #453.

AE Wealth Management first reported a position in VB in Q1 2017 and has held it in 37 quarters since. The position peaked at $23M in Q2 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • AE Wealth Management held 16,350 shares of Vanguard Small-Cap ETF worth $4.28M as of Q1 2026.
  • AE Wealth Management bought 762 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $206K.
  • Vanguard Small-Cap ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #453 holding.
  • AE Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • AE Wealth Management's Vanguard Small-Cap ETF position peaked at $23M in Q2 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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