Carolina Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Carolina Wealth Advisors’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	–	Sell	-444	Closed	-$115K	–	334
2025 Q4	$115K	Buy	+444	New	+$114K	0.05%	85
2024 Q1	–	Sell	-2	Closed	-$426	–	246
2023 Q4	$426	Hold	2	–	–	﹤0.01%	230
2023 Q3	$378	Sell	2 -7	-78%	-$1.4K	﹤0.01%	251
2023 Q2	$1.79K	Buy	+9	New	+$1.7K	﹤0.01%	213
2021 Q2	–	Sell	-62	Closed	-$13K	–	315
2021 Q1	$13K	Buy	+62	New	+$13.1K	0.01%	188

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

Carolina Wealth Advisors's VB Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 444 shares — an estimated $115K sold.

Carolina Wealth Advisors first reported a position in VB in Q1 2021 and held it in 5 quarters. The position peaked at $115K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Carolina Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 444 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $115K.
Carolina Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2021 and held it in 5 quarters.
Carolina Wealth Advisors's Vanguard Small-Cap ETF position peaked at $115K in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.