CAWM
VB icon

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

Capital A 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
2025
Q2 		– Sell
-147
Closed -$32.6K – 817
2025
Q1 		$32.6K Sell
147
-102
-41% -$24.4K 0.03% 184
2024
Q4 		$59.8K Buy
+249
New +$61.3K 0.1% 145

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Capital A Wealth Management's VB Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 147 shares — an estimated $32.6K sold.

Capital A Wealth Management first reported a position in VB in Q4 2024 and held it in 2 quarters. The position peaked at $59.8K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 147 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $32.6K.
  • Capital A Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Small-Cap ETF position peaked at $59.8K in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.