Burling Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Burling Wealth Partners’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	$15.6M	Sell	59,575 -1,210	-2%	-$327K	2.52%	11
2025 Q4	$15.7M	Buy	60,785 +3,451	+6%	+$884K	2.44%	10
2025 Q3	$14.6M	Buy	57,334 +1,502	+3%	+$373K	2.41%	10
2025 Q2	$13.2M	Sell	55,832 -1,329	-2%	-$296K	2.44%	10
2025 Q1	$12.7M	Buy	57,161 +1,628	+3%	+$389K	2.67%	8
2024 Q4	$13.3M	Buy	+55,533	New	+$13.7M	2.72%	9

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

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

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

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

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

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

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

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

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

Burling Wealth Partners's VB Position: Q1 2026 in Review

Burling Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 2% in Q1 2026, selling an estimated $327K and leaving 59,575 shares worth $15.6M. The position accounts for 2.52% of the portfolio, ranked #11.

Burling Wealth Partners first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Burling Wealth Partners held 59,575 shares of Vanguard Small-Cap ETF worth $15.6M as of Q1 2026.
Burling Wealth Partners sold 1,210 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $327K.
Vanguard Small-Cap ETF made up 2.52% of Burling Wealth Partners's portfolio in Q1 2026, its #11 holding.
Burling Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Burling Wealth Partners's Vanguard Small-Cap ETF position peaked at $15.7M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.