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

BKM 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	$275K	Sell	1,049 -14	-1%	-$3.79K	0.1%	130
2025 Q4	$274K	Hold	1,063	–	–	0.1%	132
2025 Q3	$270K	Hold	1,063	–	–	0.1%	136
2025 Q2	$252K	Hold	1,063	–	–	0.1%	141
2025 Q1	$236K	Hold	1,063	–	–	0.1%	142
2024 Q4	$255K	Sell	1,063 -23	-2%	-$5.66K	0.1%	144
2024 Q3	$258K	Hold	1,086	–	–	0.1%	144
2024 Q2	$237K	Sell	1,086 -19	-2%	-$4.17K	0.11%	133
2024 Q1	$253K	Sell	1,105 -457	-29%	-$98.3K	0.11%	144
2023 Q4	$333K	Buy	+1,562	New	+$301K	0.14%	122

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

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

BKM Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q1 2026, selling an estimated $3.79K and leaving 1,049 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #130.

BKM Wealth Management first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $333K in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

BKM Wealth Management held 1,049 shares of Vanguard Small-Cap ETF worth $275K as of Q1 2026.
BKM Wealth Management sold 14 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $3.79K.
Vanguard Small-Cap ETF made up 0.1% of BKM Wealth Management's portfolio in Q1 2026, its #130 holding.
BKM Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Vanguard Small-Cap ETF position peaked at $333K in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.