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

Apriem 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	$10.7M	Buy	40,996 +26,875	+190%	+$7.27M	1.02%	23
2025 Q4	$3.64M	Buy	14,121 +1,364	+11%	+$349K	0.33%	48
2025 Q3	$3.24M	Buy	12,757 +1,197	+10%	+$297K	0.31%	50
2025 Q2	$2.74M	Buy	11,560 +5,245	+83%	+$1.17M	0.29%	53
2025 Q1	$1.4M	Buy	6,315 +4,790	+314%	+$1.14M	0.16%	73
2024 Q4	$366K	Buy	1,525 +422	+38%	+$104K	0.04%	125
2024 Q3	$262K	Buy	+1,103	New	+$251K	0.03%	148
2014 Q3	–	Sell	-500	Closed	-$59K	–	567
2014 Q2	$59K	Hold	500	–	–	0.02%	184
2014 Q1	$56K	Hold	500	–	–	0.02%	204
2013 Q4	$55K	Hold	500	–	–	0.02%	197
2013 Q3	$51K	Hold	500	–	–	0.02%	200
2013 Q2	$47K	Buy	+500	New	+$46.3K	0.02%	197

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Apriem Advisors's VB Position: Q1 2026 in Review

Apriem Advisors increased its Vanguard Small-Cap ETF (VB) stake by 190% in Q1 2026, buying an estimated $7.27M and bringing the position to 40,996 shares worth $10.7M. The position accounts for 1.02% of the portfolio, ranked #23.

Apriem Advisors first reported a position in VB in Q2 2013 and has held it in 12 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Apriem Advisors held 40,996 shares of Vanguard Small-Cap ETF worth $10.7M as of Q1 2026.
Apriem Advisors bought 26,875 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $7.27M.
Vanguard Small-Cap ETF made up 1.02% of Apriem Advisors's portfolio in Q1 2026, its #23 holding.
Apriem Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 12 quarters since.
2,388 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.