Caitlin John’s Vanguard Small-Cap ETF VB Stock Holding History

Caitlin John’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	$914K	Sell	3,489 -120	-3%	-$32.5K	0.55%	29
2025 Q4	$931K	Sell	3,609 -588	-14%	-$151K	0.61%	33
2025 Q3	$1.07M	Sell	4,197 -85	-2%	-$21.1K	0.74%	48
2025 Q2	$1.01M	Sell	4,282 -166	-4%	-$37K	0.92%	47
2025 Q1	$986K	Sell	4,448 -1,637	-27%	-$391K	0.97%	23
2024 Q4	$1.46M	Sell	6,085 -326	-5%	-$80.2K	0.97%	38
2024 Q3	$1.62M	Buy	6,411 +211	+3%	+$47.9K	1.01%	38
2024 Q2	$1.35M	Buy	6,200 +489	+9%	+$107K	0.97%	22
2024 Q1	$1.31M	Sell	5,711 -2,163	-27%	-$465K	0.97%	29
2023 Q4	$1.68M	Buy	+7,874	New	+$1.52M	1.37%	12

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

Caitlin John's VB Position: Q1 2026 in Review

Caitlin John reduced its Vanguard Small-Cap ETF (VB) stake by 3.3% in Q1 2026, selling an estimated $32.5K and leaving 3,489 shares worth $914K. The position accounts for 0.55% of the portfolio, ranked #29.

Caitlin John first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Caitlin John held 3,489 shares of Vanguard Small-Cap ETF worth $914K as of Q1 2026.
Caitlin John sold 120 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $32.5K.
Vanguard Small-Cap ETF made up 0.55% of Caitlin John's portfolio in Q1 2026, its #29 holding.
Caitlin John first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's Vanguard Small-Cap ETF position peaked at $1.68M in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.