Balanced Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History

Balanced Wealth Group’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	$5.28M	Sell	20,141 -195	-1%	-$52.8K	1.89%	13
2025 Q4	$5.18M	Buy	20,336 +62	+0.3%	+$15.9K	1.9%	13
2025 Q3	$4.85M	Sell	20,274 -11	-0.1%	-$2.73K	2.13%	13
2025 Q2	$4.9M	Sell	20,285 -166	-0.8%	-$37K	2.13%	12
2025 Q1	$4.54M	Buy	20,451 +75	+0.4%	+$17.9K	2.19%	13
2024 Q4	$5.09M	Buy	20,376 +50	+0.2%	+$12.3K	2.28%	13
2024 Q3	$4.82M	Sell	20,326 -82	-0.4%	-$18.6K	2.13%	13
2024 Q2	$4.41M	Sell	20,408 -383	-2%	-$84.1K	2.01%	14
2024 Q1	$4.65M	Buy	20,791 +1,800	+9%	+$387K	2.07%	16
2023 Q4	$4.05M	Buy	+18,991	New	+$3.66M	2.11%	14

Other funds holding VB

Bank of America

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

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 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