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AJ Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

AJ Advisors’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 		$17.2M Buy
65,512
+1,468
+2% +$397K 6.37% 5
2025
Q4 		$16.5M Buy
64,044
+3,075
+5% +$788K 6.1% 5
2025
Q3 		$15.5M Buy
60,969
+1,407
+2% +$349K 6.35% 5
2025
Q2 		$14.1M Sell
59,562
-2,971
-5% -$663K 6.28% 5
2025
Q1 		$13.9M Buy
62,533
+1,501
+2% +$358K 7.1% 5
2024
Q4 		$14.7M Buy
61,032
+133
+0.2% +$32.7K 7.61% 5
2024
Q3 		$14.4M Buy
60,899
+706
+1% +$160K 7.41% 5
2024
Q2 		$13.1M Sell
60,193
-6,442
-10% -$1.41M 7.26% 5
2024
Q1 		$15.2M Buy
66,635
+3,088
+5% +$664K 8.4% 5
2023
Q4 		$13.6M Buy
63,547
+3,661
+6% +$705K 8.34% 5
2023
Q3 		$11.3M Buy
59,886
+2,835
+5% +$565K 8.51% 5
2023
Q2 		$11.3M Buy
57,051
+1,153
+2% +$218K 7.89% 5
2023
Q1 		$10.6M Buy
55,898
+2,267
+4% +$440K 7.78% 7
2022
Q4 		$9.84M Buy
+53,631
New +$9.94M 7.89% 6

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

AJ Advisors's VB Position: Q1 2026 in Review

AJ Advisors increased its Vanguard Small-Cap ETF (VB) stake by 2.3% in Q1 2026, buying an estimated $397K and bringing the position to 65,512 shares worth $17.2M. The position accounts for 6.37% of the portfolio, ranked #5.

AJ Advisors first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • AJ Advisors held 65,512 shares of Vanguard Small-Cap ETF worth $17.2M as of Q1 2026.
  • AJ Advisors bought 1,468 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $397K.
  • Vanguard Small-Cap ETF made up 6.37% of AJ Advisors's portfolio in Q1 2026, its #5 holding.
  • AJ Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on AJ Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.