Beacon Bridge Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Beacon Bridge Wealth Partners’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	$4.14M	Buy	15,825 +145	+0.9%	+$39.2K	1.39%	24
2025 Q4	$4.04M	Buy	15,680 +54	+0.3%	+$13.8K	1.34%	24
2025 Q3	$3.97M	Buy	15,626 +240	+2%	+$59.5K	1.41%	22
2025 Q2	$3.65M	Buy	15,386 +391	+3%	+$87.2K	1.45%	20
2025 Q1	$3.33M	Buy	14,995 +1,014	+7%	+$242K	1.42%	21
2024 Q4	$3.36M	Sell	13,981 -122	-0.9%	-$30K	1.43%	21
2024 Q3	$3.35M	Buy	14,103 +223	+2%	+$50.7K	1.44%	23
2024 Q2	$3.03M	Sell	13,880 -1,135	-8%	-$249K	1.39%	22
2024 Q1	$3.43M	Sell	15,015 -6,605	-31%	-$1.42M	1.62%	22
2023 Q4	$4.61M	Buy	21,620 +51	+0.2%	+$9.83K	2.3%	13
2023 Q3	$4.08M	Buy	21,569 +12,209	+130%	+$2.43M	2.15%	13
2023 Q2	$1.86M	Sell	9,360 -25,298	-73%	-$4.78M	0.95%	26
2023 Q1	$6.57M	Buy	34,658 +20,668	+148%	+$4.01M	3.94%	9
2022 Q4	$2.57M	Buy	+13,990	New	+$2.59M	1.87%	14

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

Beacon Bridge Wealth Partners's VB Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Vanguard Small-Cap ETF (VB) stake by 0.92% in Q1 2026, buying an estimated $39.2K and bringing the position to 15,825 shares worth $4.14M. The position accounts for 1.39% of the portfolio, ranked #24.

Beacon Bridge Wealth Partners first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.57M in Q1 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Beacon Bridge Wealth Partners held 15,825 shares of Vanguard Small-Cap ETF worth $4.14M as of Q1 2026.
Beacon Bridge Wealth Partners bought 145 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $39.2K.
Vanguard Small-Cap ETF made up 1.39% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #24 holding.
Beacon Bridge Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Vanguard Small-Cap ETF position peaked at $6.57M in Q1 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.