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

Centerpoint 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
2025
Q2 		– Sell
-600
Closed -$133K – 434
2025
Q1 		$133K Hold
600
– – 0.05% 105
2024
Q4 		$144K Hold
600
– – 0.05% 106
2024
Q3 		$142K Hold
600
– – 0.05% 103
2024
Q2 		$131K Buy
600
+593
+8,471% +$130K 0.05% 104
2024
Q1 		$2K Hold
7
– – ﹤0.01% 398
2023
Q4 		$1K Hold
7
– – ﹤0.01% 414
2023
Q3 		$1K Hold
7
– – ﹤0.01% 547
2023
Q2 		$1K Buy
+7
New +$1.32K ﹤0.01% 546

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

Centerpoint Advisors's VB Position: Q2 2025 in Review

Centerpoint Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 600 shares — an estimated $133K sold.

Centerpoint Advisors first reported a position in VB in Q2 2023 and held it in 8 quarters. The position peaked at $144K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Centerpoint Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 600 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $133K.
  • Centerpoint Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2023 and held it in 8 quarters.
  • Centerpoint Advisors's Vanguard Small-Cap ETF position peaked at $144K in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.