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

Clifford 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	$360K	Hold	1,374	–	–	0.28%	51
2025 Q4	$354K	Hold	1,374	–	–	0.27%	52
2025 Q3	$349K	Hold	1,374	–	–	0.27%	52
2025 Q2	$326K	Hold	1,374	–	–	0.27%	55
2025 Q1	$305K	Hold	1,374	–	–	0.28%	55
2024 Q4	$330K	Hold	1,374	–	–	0.25%	56
2024 Q3	$326K	Hold	1,374	–	–	0.25%	59
2024 Q2	$300K	Hold	1,374	–	–	0.24%	61
2024 Q1	$314K	Hold	1,374	–	–	0.26%	57
2023 Q4	$293K	Buy	1,374 +24	+2%	+$4.62K	0.27%	58
2023 Q3	$255K	Hold	1,350	–	–	0.28%	61
2023 Q2	$269K	Hold	1,350	–	–	0.29%	59
2023 Q1	$256K	Hold	1,350	–	–	0.31%	60
2022 Q4	$248K	Buy	+1,350	New	+$250K	0.31%	68

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

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

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

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

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

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

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

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

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

Clifford Group's VB Position: Q1 2026 in Review

Clifford Group held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,374 shares worth $360K. The position accounts for 0.28% of the portfolio, ranked #51.

Clifford Group first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Clifford Group held 1,374 shares of Vanguard Small-Cap ETF worth $360K as of Q1 2026.
Clifford Group left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.28% of Clifford Group's portfolio in Q1 2026, its #51 holding.
Clifford Group first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.