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

Angeles 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 		$603K Buy
2,303
+216
+10% +$58.5K 0.03% 205
2025
Q4 		$538K Sell
2,087
-186
-8% -$47.7K 0.03% 196
2025
Q3 		$578K Sell
2,273
-88
-4% -$21.8K 0.04% 166
2025
Q2 		$560K Buy
2,361
+1,063
+82% +$237K 0.04% 173
2025
Q1 		$288K Hold
1,298
– – 0.02% 221
2024
Q4 		$312K Hold
1,298
– – 0.03% 202
2024
Q3 		$308K Hold
1,298
– – 0.03% 194
2024
Q2 		$283K Sell
1,298
-90
-6% -$19.8K 0.03% 189
2024
Q1 		$317K Sell
1,388
-410
-23% -$88.2K 0.03% 164
2023
Q4 		$384K Sell
1,798
-80
-4% -$15.4K 0.05% 128
2023
Q3 		$355K Sell
1,878
-1,575
-46% -$314K 0.05% 115
2023
Q2 		$687K Sell
3,453
-29,279
-89% -$5.53M 0.09% 92
2023
Q1 		$6.2M Buy
32,732
+3,296
+11% +$639K 0.92% 22
2022
Q4 		$5.4M Buy
29,436
+1,776
+6% +$329K 0.95% 22
2022
Q3 		$4.73M Buy
27,660
+2,567
+10% +$485K 0.94% 24
2022
Q2 		$4.42M Buy
25,093
+5,843
+30% +$1.13M 0.88% 25
2022
Q1 		$4.09M Buy
+19,250
New +$4.05M 0.77% 21

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

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

Angeles Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 10% in Q1 2026, buying an estimated $58.5K and bringing the position to 2,303 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #205.

Angeles Wealth Management first reported a position in VB in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.2M in Q1 2023. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Angeles Wealth Management held 2,303 shares of Vanguard Small-Cap ETF worth $603K as of Q1 2026.
  • Angeles Wealth Management bought 216 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $58.5K.
  • Vanguard Small-Cap ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Angeles Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Vanguard Small-Cap ETF position peaked at $6.2M in Q1 2023.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.