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Broyhill Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Broyhill Asset 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 		– Sell
-793
Closed -$205K – 87
2025
Q4 		$205K Hold
793
– – 0.18% 73
2025
Q3 		$202K Sell
793
-57
-7% -$14.1K 0.18% 78
2025
Q2 		$201K Buy
+850
New +$190K 0.18% 73
2025
Q1 		– Sell
-1,043
Closed -$251K – 79
2024
Q4 		$251K Buy
+1,043
New +$257K 0.22% 65

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

Broyhill Asset Management's VB Position: Q1 2026 in Review

Broyhill Asset Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 793 shares — an estimated $205K sold.

Broyhill Asset Management first reported a position in VB in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Broyhill Asset Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Broyhill Asset Management sold 793 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $205K.
  • Broyhill Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Broyhill Asset Management's Vanguard Small-Cap ETF position peaked at $251K in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.