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Burk Holdings’s Vanguard Small-Cap ETF VB Stock Holding History

Burk Holdings’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 		$75K Buy
+286
New +$77.4K 0.03% 125
2025
Q4 		– Sell
-806
Closed -$205K – 82
2025
Q3 		$205K Buy
+806
New +$200K 0.11% 71

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

Burk Holdings's VB Position: Q1 2026 in Review

Burk Holdings opened a new position in Vanguard Small-Cap ETF (VB) in Q1 2026: 286 shares worth $75K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Burk Holdings previously reported a position in VB as recently as Q3 2025.

Burk Holdings first reported a position in VB in Q3 2025 and has held it in 2 quarters since. The position peaked at $205K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Burk Holdings held 286 shares of Vanguard Small-Cap ETF worth $75K as of Q1 2026.
  • Vanguard Small-Cap ETF was a new Burk Holdings position in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.03% of Burk Holdings's portfolio in Q1 2026, its #125 holding.
  • Burk Holdings first reported a position in Vanguard Small-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • Burk Holdings's Vanguard Small-Cap ETF position peaked at $205K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.