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Apexium Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Apexium Financial’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
Q3 		$855K Buy
3,357
+17
+0.5% +$4.22K 0.04% 144
2025
Q2 		$793K Sell
3,340
-63
-2% -$14.1K 0.04% 146
2025
Q1 		$755K Buy
3,403
+249
+8% +$59.5K 0.05% 145
2024
Q4 		$758K Buy
3,154
+350
+12% +$86.1K 0.05% 128
2024
Q3 		$666K Sell
2,804
-151
-5% -$34.3K 0.04% 120
2024
Q2 		$645K Sell
2,955
-100
-3% -$22K 0.05% 118
2024
Q1 		$698K Buy
3,055
+166
+6% +$35.7K 0.05% 115
2023
Q4 		$616K Buy
2,889
+152
+6% +$29.3K 0.04% 161
2023
Q3 		$517K Hold
2,737
– – 0.05% 127
2023
Q2 		$544K Buy
+2,737
New +$517K 0.05% 130

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

Apexium Financial's VB Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Small-Cap ETF (VB) stake by 0.51% in Q3 2025, buying an estimated $4.22K and bringing the position to 3,357 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #144.

Apexium Financial first reported a position in VB in Q2 2023 and has held it in 10 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Apexium Financial held 3,357 shares of Vanguard Small-Cap ETF worth $855K as of Q3 2025.
  • Apexium Financial bought 17 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $4.22K.
  • Vanguard Small-Cap ETF made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #144 holding.
  • Apexium Financial first reported a position in Vanguard Small-Cap ETF in Q2 2023 and has held it in 10 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.