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Castellan Group’s Vanguard Small-Cap ETF VB Stock Holding History

Castellan Group’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
-19,118
Closed -$4.93M – 61
2025
Q4 		$4.93M Buy
+19,118
New +$4.9M 0.62% 15

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

Castellan Group's VB Position: Q1 2026 in Review

Castellan Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 19,118 shares — an estimated $4.93M sold.

Castellan Group first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $4.93M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Castellan Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Castellan Group sold 19,118 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $4.93M.
  • Castellan Group first reported a position in Vanguard Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Castellan Group's Vanguard Small-Cap ETF position peaked at $4.93M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.