Blue Edge Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Blue Edge Capital’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	$272K	Sell	1,038 -9	-0.9%	-$2.44K	0.04%	123
2025 Q4	$270K	Buy	1,047 +199	+23%	+$51K	0.04%	120
2025 Q3	$216K	Hold	848	–	–	0.03%	121
2025 Q2	$201K	Buy	+848	New	+$189K	0.03%	115
2025 Q1	–	Sell	-848	Closed	-$204K	–	112
2024 Q4	$204K	Hold	848	–	–	0.03%	109
2024 Q3	$201K	Buy	+848	New	+$193K	0.03%	111

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

Blue Edge Capital's VB Position: Q1 2026 in Review

Blue Edge Capital reduced its Vanguard Small-Cap ETF (VB) stake by 0.86% in Q1 2026, selling an estimated $2.44K and leaving 1,038 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #123.

Blue Edge Capital first reported a position in VB in Q3 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Blue Edge Capital held 1,038 shares of Vanguard Small-Cap ETF worth $272K as of Q1 2026.
Blue Edge Capital sold 9 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.44K.
Vanguard Small-Cap ETF made up 0.04% of Blue Edge Capital's portfolio in Q1 2026, its #123 holding.
Blue Edge Capital first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.