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

Bordeaux Wealth 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 Q2	$900K	Sell	3,799 -81	-2%	-$18.1K	0.12%	63
2025 Q1	$860K	Buy	3,880 +88	+2%	+$21K	0.16%	61
2024 Q4	$911K	Sell	3,792 -148	-4%	-$36.4K	0.15%	62
2024 Q3	$935K	Buy	3,940 +148	+4%	+$33.6K	0.17%	57
2024 Q2	$827K	Buy	3,792 +401	+12%	+$88.1K	0.16%	60
2024 Q1	$775K	Buy	3,391 +162	+5%	+$34.8K	0.26%	43
2023 Q4	$689K	Buy	3,229 +1,035	+47%	+$199K	0.23%	47
2023 Q3	$415K	Hold	2,194	–	–	0.17%	61
2023 Q2	$436K	Sell	2,194 -64	-3%	-$12.1K	0.18%	61
2023 Q1	$428K	Buy	2,258 +192	+9%	+$37.2K	0.22%	63
2022 Q4	$379K	Buy	2,066 +104	+5%	+$19.3K	0.21%	63
2022 Q3	$335K	Sell	1,962 -7	-0.4%	-$1.32K	0.21%	65
2022 Q2	$347K	Buy	+1,969	New	+$380K	0.24%	63

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bordeaux Wealth Advisors's VB Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 2.1% in Q2 2025, selling an estimated $18.1K and leaving 3,799 shares worth $900K. The position accounts for 0.12% of the portfolio, ranked #63.

Bordeaux Wealth Advisors first reported a position in VB in Q2 2022 and has held it in 13 quarters since. The position peaked at $935K in Q3 2024. 2,165 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Bordeaux Wealth Advisors held 3,799 shares of Vanguard Small-Cap ETF worth $900K as of Q2 2025.
Bordeaux Wealth Advisors sold 81 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $18.1K.
Vanguard Small-Cap ETF made up 0.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #63 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2022 and has held it in 13 quarters since.
Bordeaux Wealth Advisors's Vanguard Small-Cap ETF position peaked at $935K in Q3 2024.
2,165 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.