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Carolinas Wealth Consulting’s Vanguard Small-Cap ETF VB Stock Holding History

Carolinas Wealth Consulting’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
-6,062
Closed -$1.34M – 900
2025
Q1 		$1.34M Sell
6,062
-240
-4% -$57.3K 0.29% 53
2024
Q4 		$1.51M Buy
6,302
+17
+0.3% +$4.18K 0.3% 51
2024
Q3 		$1.5M Buy
6,285
+29
+0.5% +$6.59K 0.27% 53
2024
Q2 		$1.37M Buy
6,256
+4
+0.1% +$878 0.26% 52
2024
Q1 		$1.43M Sell
6,252
-20
-0.3% -$4.3K 0.28% 51
2023
Q4 		$1.34M Buy
6,272
+8
+0.1% +$1.54K 0.29% 49
2023
Q3 		$1.12M Sell
6,264
-8,287
-57% -$1.65M 0.28% 51
2023
Q2 		$2.89M Buy
14,551
+631
+5% +$119K 0.57% 39
2023
Q1 		$2.64M Buy
13,920
+28
+0.2% +$5.43K 0.56% 39
2022
Q4 		$2.55M Sell
13,892
-115
-0.8% -$21.3K 0.58% 35
2022
Q3 		$2.39M Buy
14,007
+24
+0.2% +$4.53K 0.61% 36
2022
Q2 		$2.46M Buy
13,983
+23
+0.2% +$4.44K 0.61% 36
2022
Q1 		$2.97M Sell
13,960
-34
-0.2% -$7.16K 0.66% 33
2021
Q4 		$3.16M Sell
13,994
-565
-4% -$128K 0.69% 32
2021
Q3 		$3.18M Buy
14,559
+36
+0.2% +$8K 0.74% 33
2021
Q2 		$3.27M Sell
14,523
-65
-0.4% -$14.4K 0.72% 33
2021
Q1 		$3.12M Hold
14,588
– – 0.76% 29
2020
Q4 		$2.84M Buy
14,588
+4,403
+43% +$777K 0.76% 29
2020
Q3 		$1.57M Sell
10,185
-3,108
-23% -$477K 0.53% 37
2020
Q2 		$1.94M Buy
13,293
+4,313
+48% +$579K 0.76% 30
2020
Q1 		$1.04M Buy
8,980
+8,425
+1,518% +$1.27M 0.56% 35
2019
Q4 		$91K Buy
+555
New +$88.4K 0.09% 64

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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

Carolinas Wealth Consulting's VB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 6,062 shares — an estimated $1.34M sold.

Carolinas Wealth Consulting first reported a position in VB in Q4 2019 and held it in 22 quarters. The position peaked at $3.27M in Q2 2021. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6,062 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $1.34M.
  • Carolinas Wealth Consulting first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Small-Cap ETF position peaked at $3.27M in Q2 2021.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.