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

Cohen Investment 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
2026
Q1 		$1.27M Buy
4,852
+378
+8% +$102K 0.6% 43
2025
Q4 		$1.15M Buy
4,474
+197
+5% +$50.5K 0.53% 43
2025
Q3 		$1.09M Buy
4,277
+152
+4% +$37.7K 0.53% 43
2025
Q2 		$978K Buy
4,125
+192
+5% +$42.8K 0.51% 43
2025
Q1 		$872K Buy
3,933
+345
+10% +$82.4K 0.51% 43
2024
Q4 		$862K Buy
3,588
+214
+6% +$52.7K 0.52% 44
2024
Q3 		$800K Buy
3,374
+223
+7% +$50.7K 0.49% 43
2024
Q2 		$596K Sell
3,151
-49
-2% -$10.8K 0.48% 45
2024
Q1 		$731K Buy
3,200
+14
+0.4% +$3.01K 0.47% 45
2023
Q4 		$680K Buy
3,186
+35
+1% +$6.74K 0.5% 44
2023
Q3 		$596K Buy
3,151
+102
+3% +$20.3K 0.48% 45
2023
Q2 		$606K Buy
3,049
+241
+9% +$45.5K 0.49% 47
2023
Q1 		$532K Buy
2,808
+205
+8% +$39.8K 0.42% 52
2022
Q4 		$478K Buy
2,603
+18
+0.7% +$3.34K 0.4% 55
2022
Q3 		$442K Buy
2,585
+121
+5% +$22.8K 0.41% 54
2022
Q2 		$434K Buy
2,464
+147
+6% +$28.4K 0.37% 61
2022
Q1 		$492K Buy
2,317
+233
+11% +$49K 0.37% 60
2021
Q4 		$471K Buy
2,084
+37
+2% +$8.41K 0.34% 55
2021
Q3 		$448K Buy
2,047
+60
+3% +$13.3K 0.34% 56
2021
Q2 		$448K Sell
1,987
-120
-6% -$26.6K 0.35% 57
2021
Q1 		$451K Buy
2,107
+253
+14% +$53.3K 0.37% 51
2020
Q4 		$361K Buy
+1,854
New +$327K 0.33% 65

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

Cohen Investment Advisors's VB Position: Q1 2026 in Review

Cohen Investment Advisors increased its Vanguard Small-Cap ETF (VB) stake by 8.4% in Q1 2026, buying an estimated $102K and bringing the position to 4,852 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #43.

Cohen Investment Advisors first reported a position in VB in Q4 2020 and has held it in 22 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cohen Investment Advisors held 4,852 shares of Vanguard Small-Cap ETF worth $1.27M as of Q1 2026.
  • Cohen Investment Advisors bought 378 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $102K.
  • Vanguard Small-Cap ETF made up 0.6% of Cohen Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Cohen Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.