Coordinated Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Coordinated Financial Services’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	$3.32M	Buy	12,684 +165	+1%	+$44.7K	1.91%	8
2025 Q4	$3.23M	Buy	12,519 +275	+2%	+$70.5K	1.86%	6
2025 Q3	$3.11M	Buy	12,244 +70	+0.6%	+$17.4K	2%	6
2025 Q2	$2.88M	Buy	12,174 +105	+0.9%	+$23.4K	2%	6
2025 Q1	$2.68M	Buy	12,069 +268	+2%	+$64K	2.05%	7
2024 Q4	$2.84M	Buy	+11,801	New	+$2.9M	2.21%	5
2024 Q2	$2.54M	Buy	11,644 +125	+1%	+$27.4K	2.17%	6
2024 Q1	$2.63M	Buy	+11,519	New	+$2.48M	2.3%	6

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

Coordinated Financial Services's VB Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q1 2026, buying an estimated $44.7K and bringing the position to 12,684 shares worth $3.32M. The position accounts for 1.91% of the portfolio, ranked #8.

Coordinated Financial Services first reported a position in VB in Q1 2024 and has held it in 8 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Coordinated Financial Services held 12,684 shares of Vanguard Small-Cap ETF worth $3.32M as of Q1 2026.
Coordinated Financial Services bought 165 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $44.7K.
Vanguard Small-Cap ETF made up 1.91% of Coordinated Financial Services's portfolio in Q1 2026, its #8 holding.
Coordinated Financial Services first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.