Churchill Management’s Vanguard Small-Cap ETF VB Stock Holding History

Churchill 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
2025 Q2	$224M	Buy	+946,160	New	+$211M	2.43%	15
2022 Q1	–	Sell	-932,269	Closed	-$211M	–	162
2021 Q4	$211M	Buy	932,269 +1,012	+0.1%	+$230K	2.94%	13
2021 Q3	$204M	Sell	931,257 -8,367	-0.9%	-$1.86M	3.06%	10
2021 Q2	$212M	Buy	939,624 +1,168	+0.1%	+$259K	3.12%	9
2021 Q1	$201M	Sell	938,456 -30,239	-3%	-$6.37M	3.3%	9
2020 Q4	$189M	Buy	+968,695	New	+$171M	3.21%	10
2020 Q1	–	Sell	-1,025,455	Closed	-$170M	–	127
2019 Q4	$170M	Buy	+1,025,455	New	+$163M	3.23%	10
2018 Q4	–	Sell	-452,147	Closed	-$73.5M	–	144
2018 Q3	$73.5M	Buy	452,147 +728	+0.2%	+$118K	1.59%	14
2018 Q2	$70.3M	Buy	+451,419	New	+$69.1M	1.87%	13

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Churchill Management's VB Position: Q2 2025 in Review

Churchill Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2025: 946,160 shares worth $224M. The stake represents 2.43% of the portfolio and ranks #15 among its holdings. This is a return to the name: Churchill Management previously reported a position in VB as recently as Q4 2021.

Churchill Management first reported a position in VB in Q2 2018 and has held it in 9 quarters since. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Churchill Management held 946,160 shares of Vanguard Small-Cap ETF worth $224M as of Q2 2025.
Vanguard Small-Cap ETF was a new Churchill Management position in Q2 2025.
Vanguard Small-Cap ETF made up 2.43% of Churchill Management's portfolio in Q2 2025, its #15 holding.
Churchill Management first reported a position in Vanguard Small-Cap ETF in Q2 2018 and has held it in 9 quarters since.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.