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

Birchcreek 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
2026
Q1 		$798K Sell
3,047
-170
-5% -$46K 0.38% 47
2025
Q4 		$830K Sell
3,217
-90
-3% -$23.1K 0.41% 45
2025
Q3 		$841K Sell
3,307
-117
-3% -$29K 0.43% 44
2025
Q2 		$811K Buy
3,424
+142
+4% +$31.7K 0.46% 42
2025
Q1 		$728K Hold
3,282
– – 0.46% 44
2024
Q4 		$789K Buy
3,282
+133
+4% +$32.7K 0.5% 40
2024
Q3 		$747K Sell
3,149
-133
-4% -$30.2K 0.49% 43
2024
Q2 		$716K Sell
3,282
-382
-10% -$83.9K 0.4% 59
2024
Q1 		$838K Sell
3,664
-605
-14% -$130K 0.44% 55
2023
Q4 		$911K Buy
4,269
+1,961
+85% +$378K 0.54% 46
2023
Q3 		$436K Buy
2,308
+58
+3% +$11.6K 0.3% 80
2023
Q2 		$448K Hold
2,250
– – 0.31% 78
2023
Q1 		$427K Sell
2,250
-97
-4% -$18.8K 0.34% 76
2022
Q4 		$431K Buy
2,347
+175
+8% +$32.4K 0.38% 69
2022
Q3 		$371K Sell
2,172
-8
-0.4% -$1.51K 0.34% 69
2022
Q2 		$384K Sell
2,180
-443
-17% -$85.5K 0.34% 66
2022
Q1 		$557K Buy
2,623
+269
+11% +$56.6K 0.49% 50
2021
Q4 		$532K Sell
2,354
-96
-4% -$21.8K 0.46% 52
2021
Q3 		$536K Sell
2,450
-45
-2% -$10K 0.5% 50
2021
Q2 		$562K Sell
2,495
-428
-15% -$94.8K 0.54% 49
2021
Q1 		$626K Sell
2,923
-3,822
-57% -$805K 0.66% 42
2020
Q4 		$1.31M Buy
+6,745
New +$1.19M 1.29% 17

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Birchcreek Wealth Management's VB Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 5.3% in Q1 2026, selling an estimated $46K and leaving 3,047 shares worth $798K. The position accounts for 0.38% of the portfolio, ranked #47.

Birchcreek Wealth Management first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.31M in Q4 2020. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Birchcreek Wealth Management held 3,047 shares of Vanguard Small-Cap ETF worth $798K as of Q1 2026.
  • Birchcreek Wealth Management sold 170 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $46K.
  • Vanguard Small-Cap ETF made up 0.38% of Birchcreek Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Small-Cap ETF position peaked at $1.31M in Q4 2020.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.