Becker Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Becker Capital 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
2026 Q1	$757K	Sell	2,892 -2,116	-42%	-$573K	0.02%	193
2025 Q4	$1.29M	Buy	5,008 +1,944	+63%	+$498K	0.04%	163
2025 Q3	$782K	Sell	3,064 -232	-7%	-$57.5K	0.02%	194
2025 Q2	$784K	Sell	3,296 -18	-0.5%	-$4.02K	0.02%	188
2025 Q1	$735K	Hold	3,314	–	–	0.02%	189
2024 Q4	$796K	Hold	3,314	–	–	0.03%	182
2024 Q3	$788K	Hold	3,314	–	–	0.03%	184
2024 Q2	$725K	Buy	3,314 +418	+14%	+$91.8K	0.02%	181
2024 Q1	$662K	Hold	2,896	–	–	0.02%	188
2023 Q4	$618K	Hold	2,896	–	–	0.02%	185
2023 Q3	$548K	Buy	2,896 +32	+1%	+$6.38K	0.02%	188
2023 Q2	$570K	Buy	2,864 +186	+7%	+$35.1K	0.02%	198
2023 Q1	$508K	Buy	+2,678	New	+$519K	0.02%	191
2018 Q1	–	Sell	-1,733	Closed	-$256K	–	188
2017 Q4	$256K	Hold	1,733	–	–	0.01%	145
2017 Q3	$245K	Buy	+1,733	New	+$236K	0.01%	146

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

Becker Capital Management's VB Position: Q1 2026 in Review

Becker Capital Management reduced its Vanguard Small-Cap ETF (VB) stake by 42% in Q1 2026, selling an estimated $573K and leaving 2,892 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #193.

Becker Capital Management first reported a position in VB in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Becker Capital Management held 2,892 shares of Vanguard Small-Cap ETF worth $757K as of Q1 2026.
Becker Capital Management sold 2,116 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $573K.
Vanguard Small-Cap ETF made up 0.02% of Becker Capital Management's portfolio in Q1 2026, its #193 holding.
Becker Capital Management first reported a position in Vanguard Small-Cap ETF in Q3 2017 and has held it in 15 quarters since.
Becker Capital Management's Vanguard Small-Cap ETF position peaked at $1.29M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.