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Bluesphere Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Bluesphere Advisors’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
2025
Q1 		– Sell
-889
Closed -$214K – 111
2024
Q4 		$214K Sell
889
-288
-24% -$70.9K 0.1% 98
2024
Q3 		$279K Buy
1,177
+111
+10% +$25.2K 0.14% 87
2024
Q2 		$232K Buy
1,066
+100
+10% +$22K 0.12% 88
2024
Q1 		$221K Buy
966
+3
+0.3% +$645 0.12% 87
2023
Q4 		$205K Buy
+963
New +$186K 0.13% 85

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bluesphere Advisors's VB Position: Q1 2025 in Review

Bluesphere Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 889 shares — an estimated $214K sold.

Bluesphere Advisors first reported a position in VB in Q4 2023 and held it in 5 quarters. The position peaked at $279K in Q3 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Bluesphere Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Bluesphere Advisors sold 889 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $214K.
  • Bluesphere Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Bluesphere Advisors's Vanguard Small-Cap ETF position peaked at $279K in Q3 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Bluesphere Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.