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

BCGM 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
2025 Q1	–	Sell	-1,006	Closed	-$242K	–	158
2024 Q4	$242K	Buy	+1,006	New	+$248K	0.08%	138
2024 Q2	–	Sell	-1,073	Closed	-$245K	–	154
2024 Q1	$245K	Sell	1,073 -221	-17%	-$47.5K	0.09%	131
2023 Q4	$276K	Buy	1,294 +2	+0.2%	+$385	0.11%	113
2023 Q3	$244K	Buy	1,292 +2	+0.2%	+$398	0.11%	108
2023 Q2	$257K	Buy	+1,290	New	+$244K	0.11%	105
2023 Q1	–	Sell	-1,287	Closed	-$236K	–	114
2022 Q4	$236K	Buy	1,287 +1	+0.1%	+$185	0.11%	103
2022 Q3	$235K	Buy	1,286 +1	+0.1%	+$189	0.12%	99
2022 Q2	$250K	Buy	1,285 +47	+4%	+$9.08K	0.13%	94
2022 Q1	$241K	Buy	1,238 +29	+2%	+$6.11K	0.13%	98
2021 Q4	$273K	Buy	1,209 +1	+0.1%	+$227	0.15%	93
2021 Q3	$277K	Hold	1,208	–	–	0.15%	90
2021 Q2	$268K	Hold	1,208	–	–	0.16%	88
2021 Q1	$261K	Hold	1,208	–	–	0.18%	86
2020 Q4	$263K	Buy	+1,208	New	+$213K	0.19%	86

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

BCGM Wealth Management's VB Position: Q1 2025 in Review

BCGM Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 1,006 shares — an estimated $242K sold.

BCGM Wealth Management first reported a position in VB in Q4 2020 and held it in 14 quarters. The position peaked at $277K in Q3 2021. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

BCGM Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
BCGM Wealth Management sold 1,006 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $242K.
BCGM Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 14 quarters.
BCGM Wealth Management's Vanguard Small-Cap ETF position peaked at $277K in Q3 2021.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on BCGM Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.