CWM
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Collaborative Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Collaborative Wealth 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 		– Sell
-919
Closed -$237K – 240
2025
Q4 		$237K Buy
+919
New +$235K 0.08% 203

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

Collaborative Wealth Management's VB Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 919 shares — an estimated $237K sold.

Collaborative Wealth Management first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 919 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $237K.
  • Collaborative Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Vanguard Small-Cap ETF position peaked at $237K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.