Capasso Planning Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Capasso Planning 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
2025 Q2	–	Sell	-947	Closed	-$210K	–	100
2025 Q1	$210K	Hold	947	–	–	0.09%	98
2024 Q4	$228K	Sell	947 -6,343	-87%	-$1.56M	0.09%	96
2024 Q3	$1.73M	Buy	7,290 +1,280	+21%	+$291K	0.51%	39
2024 Q2	$1.31M	Buy	6,010 +175	+3%	+$38.4K	0.43%	53
2024 Q1	$1.33M	Buy	5,835 +98	+2%	+$21.1K	0.55%	38
2023 Q4	$1.22M	Sell	5,737 -11	-0.2%	-$2.12K	0.57%	37
2023 Q3	$1.09M	Buy	5,748 +150	+3%	+$29.9K	0.58%	32
2023 Q2	$1.11M	Buy	5,598 +91	+2%	+$17.2K	0.6%	33
2023 Q1	$1.04M	Sell	5,507 -332	-6%	-$64.4K	0.61%	33
2022 Q4	$1.07M	Sell	5,839 -104	-2%	-$19.3K	0.68%	34
2022 Q3	$1.02M	Buy	5,943 +254	+4%	+$48K	0.71%	35
2022 Q2	$1M	Buy	5,689 +288	+5%	+$55.6K	0.71%	30
2022 Q1	$1.15M	Sell	5,401 -195	-3%	-$41K	0.81%	30
2021 Q4	$1.26M	Buy	+5,596	New	+$1.27M	0.92%	28

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

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

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

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

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

Capasso Planning Partners's VB Position: Q2 2025 in Review

Capasso Planning Partners sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 947 shares — an estimated $210K sold.

Capasso Planning Partners first reported a position in VB in Q4 2021 and held it in 14 quarters. The position peaked at $1.73M in Q3 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Capasso Planning Partners reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Capasso Planning Partners sold 947 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $210K.
Capasso Planning Partners first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 14 quarters.
Capasso Planning Partners's Vanguard Small-Cap ETF position peaked at $1.73M in Q3 2024.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.