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Center For Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Center For Asset 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
2026
Q1 		$527K Sell
2,010
-542
-21% -$147K 0.26% 78
2025
Q4 		$658K Sell
2,552
-14
-0.5% -$3.59K 0.34% 69
2025
Q3 		$653K Buy
2,566
+578
+29% +$143K 0.35% 64
2025
Q2 		$477K Sell
1,988
-774
-28% -$173K 0.29% 71
2025
Q1 		$612K Buy
2,762
+749
+37% +$179K 0.37% 61
2024
Q4 		$484K Buy
2,013
+107
+6% +$26.3K 0.31% 66
2024
Q3 		$452K Buy
1,906
+223
+13% +$50.7K 0.27% 82
2024
Q2 		$367K Buy
+1,683
New +$370K 0.24% 92
2022
Q3 		– Sell
-1,271
Closed -$224K – 115
2022
Q2 		$224K Sell
1,271
-2,057
-62% -$397K 0.21% 99
2022
Q1 		$707K Sell
3,328
-100
-3% -$21.1K 0.55% 40
2021
Q4 		$775K Sell
3,428
-747
-18% -$170K 0.57% 39
2021
Q3 		$913K Sell
4,175
-36
-0.9% -$8K 0.77% 35
2021
Q2 		$949K Sell
4,211
-307
-7% -$68K 0.82% 35
2021
Q1 		$967K Sell
4,518
-570
-11% -$120K 0.93% 28
2020
Q4 		$991K Buy
+5,088
New +$898K 0.99% 28

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

Center For Asset Management's VB Position: Q1 2026 in Review

Center For Asset Management reduced its Vanguard Small-Cap ETF (VB) stake by 21% in Q1 2026, selling an estimated $147K and leaving 2,010 shares worth $527K. The position accounts for 0.26% of the portfolio, ranked #78.

Center For Asset Management first reported a position in VB in Q4 2020 and has held it in 15 quarters since. The position peaked at $991K in Q4 2020. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Center For Asset Management held 2,010 shares of Vanguard Small-Cap ETF worth $527K as of Q1 2026.
  • Center For Asset Management sold 542 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $147K.
  • Vanguard Small-Cap ETF made up 0.26% of Center For Asset Management's portfolio in Q1 2026, its #78 holding.
  • Center For Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • Center For Asset Management's Vanguard Small-Cap ETF position peaked at $991K in Q4 2020.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.