BC
VB icon

Brio Consultants’s Vanguard Small-Cap ETF VB Stock Holding History

Brio Consultants’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 		$1.12M Sell
3,909
-137
-3% -$37.1K 0.14% 73
2025
Q4 		$1.04M Buy
4,046
+232
+6% +$59.4K 0.14% 71
2025
Q3 		$970K Sell
3,814
-1,689
-31% -$419K 0.13% 71
2025
Q2 		$1.3M Sell
5,503
-6,224
-53% -$1.39M 0.19% 61
2025
Q1 		$2.6M Buy
11,727
+997
+9% +$238K 0.41% 42
2024
Q4 		$2.58M Buy
10,730
+149
+1% +$36.7K 0.4% 41
2024
Q3 		$2.51M Buy
10,581
+1,260
+14% +$286K 0.4% 40
2024
Q2 		$2.03M Buy
9,321
+1,022
+12% +$224K 0.34% 46
2024
Q1 		$1.9M Buy
8,299
+30
+0.4% +$6.45K 0.32% 44
2023
Q4 		$1.76M Buy
8,269
+3,275
+66% +$631K 0.31% 47
2023
Q3 		$944K Buy
4,994
+310
+7% +$61.8K 0.18% 56
2023
Q2 		$932K Buy
4,684
+1,156
+33% +$218K 0.17% 57
2023
Q1 		$669K Sell
3,528
-47
-1% -$9.12K 0.12% 60
2022
Q4 		$656K Sell
3,575
-68
-2% -$12.6K 0.13% 59
2022
Q3 		$652K Buy
+3,643
New +$688K 0.14% 61
2020
Q2 		– Sell
-1,640
Closed -$189K – 78
2020
Q1 		$189K Buy
+1,640
New +$246K 0.08% 64

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

Brio Consultants's VB Position: Q1 2026 in Review

Brio Consultants reduced its Vanguard Small-Cap ETF (VB) stake by 3.4% in Q1 2026, selling an estimated $37.1K and leaving 3,909 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #73.

Brio Consultants first reported a position in VB in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.6M in Q1 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Brio Consultants held 3,909 shares of Vanguard Small-Cap ETF worth $1.12M as of Q1 2026.
  • Brio Consultants sold 137 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $37.1K.
  • Vanguard Small-Cap ETF made up 0.14% of Brio Consultants's portfolio in Q1 2026, its #73 holding.
  • Brio Consultants first reported a position in Vanguard Small-Cap ETF in Q1 2020 and has held it in 16 quarters since.
  • Brio Consultants's Vanguard Small-Cap ETF position peaked at $2.6M in Q1 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.