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Cannell & Spears’s Vanguard Small-Cap ETF VB Stock Holding History

Cannell & Spears’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 		$898K Buy
3,429
+445
+15% +$120K 0.02% 247
2025
Q4 		$770K Buy
2,984
+19
+0.6% +$4.87K 0.01% 261
2025
Q3 		$754K Buy
2,965
+28
+1% +$6.94K 0.01% 257
2025
Q2 		$696K Buy
2,937
+127
+5% +$28.3K 0.01% 253
2025
Q1 		$623K Buy
2,810
+66
+2% +$15.8K 0.01% 266
2024
Q4 		$659K Buy
2,744
+408
+17% +$100K 0.01% 269
2024
Q3 		$554K Sell
2,336
-247
-10% -$56.1K 0.01% 292
2024
Q2 		$563K Buy
2,583
+608
+31% +$134K 0.01% 262
2024
Q1 		$451K Buy
+1,975
New +$425K 0.01% 287
2021
Q2 		– Sell
-1,205
Closed -$258K – 249
2021
Q1 		$258K Hold
1,205
– – 0.02% 196
2020
Q4 		$235K Buy
+1,205
New +$213K 0.02% 207

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

Cannell & Spears's VB Position: Q1 2026 in Review

Cannell & Spears increased its Vanguard Small-Cap ETF (VB) stake by 15% in Q1 2026, buying an estimated $120K and bringing the position to 3,429 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #247.

Cannell & Spears first reported a position in VB in Q4 2020 and has held it in 11 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cannell & Spears held 3,429 shares of Vanguard Small-Cap ETF worth $898K as of Q1 2026.
  • Cannell & Spears bought 445 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $120K.
  • Vanguard Small-Cap ETF made up 0.02% of Cannell & Spears's portfolio in Q1 2026, its #247 holding.
  • Cannell & Spears first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 11 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.