Campbell Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Campbell Wealth 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
2024 Q4	$281K	Buy	1,168 +65	+6%	+$16K	0.03%	73
2024 Q3	$262K	Buy	+1,103	New	+$251K	0.02%	59
2024 Q2	–	Sell	-1,213	Closed	-$277K	–	95
2024 Q1	$277K	Buy	1,213 +86	+8%	+$18.5K	0.03%	67
2023 Q4	$240K	Sell	1,127 -85	-7%	-$16.4K	0.03%	56
2023 Q3	$229K	Buy	+1,212	New	+$241K	0.03%	64
2021 Q2	–	Sell	-974	Closed	-$209K	–	70
2021 Q1	$209K	Buy	+974	New	+$205K	0.03%	67
2020 Q3	–	Sell	-974	Closed	-$142K	–	324
2020 Q2	$142K	Buy	+974	New	+$131K	0.02%	75

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Campbell Wealth Management's VB Position: Q4 2024 in Review

Campbell Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 5.9% in Q4 2024, buying an estimated $16K and bringing the position to 1,168 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #73.

Campbell Wealth Management first reported a position in VB in Q2 2020 and has held it in 7 quarters since. 2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Campbell Wealth Management held 1,168 shares of Vanguard Small-Cap ETF worth $281K as of Q4 2024.
Campbell Wealth Management bought 65 Vanguard Small-Cap ETF shares in Q4 2024, an estimated $16K.
Vanguard Small-Cap ETF made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #73 holding.
Campbell Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2020 and has held it in 7 quarters since.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.