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Anchor Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Anchor Investment 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 		$1.73M Buy
6,604
+12
+0.2% +$3.25K 0.14% 142
2025
Q4 		$1.7M Buy
6,592
+15
+0.2% +$3.84K 0.14% 146
2025
Q3 		$1.67M Sell
6,577
-270
-4% -$67K 0.14% 146
2025
Q2 		$1.62M Sell
6,847
-203
-3% -$45.3K 0.14% 148
2025
Q1 		$1.56M Sell
7,050
-26
-0.4% -$6.21K 0.15% 147
2024
Q4 		$1.7M Sell
7,076
-60
-0.8% -$14.8K 0.16% 142
2024
Q3 		$1.69M Sell
7,136
-45
-0.6% -$10.2K 0.16% 137
2024
Q2 		$1.57M Sell
7,181
-67
-0.9% -$14.7K 0.16% 133
2024
Q1 		$1.66M Sell
7,248
-1
-0% -$215 0.17% 135
2023
Q4 		$1.55M Sell
7,249
-333
-4% -$64.2K 0.18% 132
2023
Q3 		$1.43M Sell
7,582
-1,211
-14% -$241K 0.19% 125
2023
Q2 		$1.75M Buy
8,793
+27
+0.3% +$5.1K 0.22% 119
2023
Q1 		$1.66M Buy
8,766
+129
+1% +$25K 0.23% 119
2022
Q4 		$1.59M Buy
8,637
+380
+5% +$70.4K 0.23% 119
2022
Q3 		$1.41M Sell
8,257
-78
-0.9% -$14.7K 0.22% 119
2022
Q2 		$1.47M Sell
8,335
-33
-0.4% -$6.37K 0.21% 121
2022
Q1 		$1.78M Sell
8,368
-342
-4% -$72K 0.22% 114
2021
Q4 		$1.97M Sell
8,710
-468
-5% -$106K 0.24% 102
2021
Q3 		$2.01M Sell
9,178
-646
-7% -$144K 0.28% 94
2021
Q2 		$2.21M Buy
9,824
+1,227
+14% +$272K 0.31% 87
2021
Q1 		$1.84M Sell
8,597
-209
-2% -$44K 0.28% 92
2020
Q4 		$1.71M Sell
8,806
-44
-0.5% -$7.76K 0.31% 86
2020
Q3 		$1.36M Buy
8,850
+19
+0.2% +$2.92K 0.28% 95
2020
Q2 		$1.29M Buy
8,831
+38
+0.4% +$5.1K 0.29% 95
2020
Q1 		$1.02M Sell
8,793
-626
-7% -$94.1K 0.26% 101
2019
Q4 		$1.56M Buy
9,419
+21
+0.2% +$3.35K 0.33% 91
2019
Q3 		$1.45M Sell
9,398
-1,359
-13% -$211K 0.33% 90
2019
Q2 		$1.69M Sell
10,757
-298
-3% -$46.1K 0.4% 72
2019
Q1 		$1.69M Sell
11,055
-5,940
-35% -$883K 0.42% 67
2018
Q4 		$2.24M Sell
16,995
-700
-4% -$102K 0.64% 43
2018
Q3 		$2.88M Buy
17,695
+94
+0.5% +$15.2K 0.66% 36
2018
Q2 		$2.74M Buy
17,601
+161
+0.9% +$24.6K 0.68% 33
2018
Q1 		$2.56M Buy
17,440
+1,013
+6% +$151K 0.67% 33
2017
Q4 		$2.43M Buy
16,427
+3,178
+24% +$460K 0.64% 40
2017
Q3 		$1.87M Buy
13,249
+11,346
+596% +$1.55M 0.55% 55
2017
Q2 		$258K Buy
1,903
+63
+3% +$8.44K 0.09% 215
2017
Q1 		$245K Buy
1,840
+57
+3% +$7.54K 0.08% 214
2016
Q4 		$230K Buy
1,783
+115
+7% +$14.3K 0.09% 212
2016
Q3 		$204K Buy
1,668
+60
+4% +$7.26K 0.08% 219
2016
Q2 		$186K Sell
1,608
-132
-8% -$15K 0.07% 223
2016
Q1 		$194K Buy
+1,740
New +$180K 0.08% 214

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

Anchor Investment Management's VB Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard Small-Cap ETF (VB) stake by 0.18% in Q1 2026, buying an estimated $3.25K and bringing the position to 6,604 shares worth $1.73M. The position accounts for 0.14% of the portfolio, ranked #142.

Anchor Investment Management first reported a position in VB in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.88M in Q3 2018. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Anchor Investment Management held 6,604 shares of Vanguard Small-Cap ETF worth $1.73M as of Q1 2026.
  • Anchor Investment Management bought 12 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $3.25K.
  • Vanguard Small-Cap ETF made up 0.14% of Anchor Investment Management's portfolio in Q1 2026, its #142 holding.
  • Anchor Investment Management first reported a position in Vanguard Small-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard Small-Cap ETF position peaked at $2.88M in Q3 2018.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.