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

Copeland Capital 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
Q1 		– Sell
-1,167
Closed -$280K – 307
2024
Q4 		$280K Buy
+1,167
New +$287K 0.01% 137

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

Copeland Capital Management's VB Position: Q1 2025 in Review

Copeland Capital Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 1,167 shares — an estimated $280K sold.

Copeland Capital Management first reported a position in VB in Q4 2024 and held it in 1 quarter. The position peaked at $280K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Copeland Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Copeland Capital Management sold 1,167 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $280K.
  • Copeland Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Copeland Capital Management's Vanguard Small-Cap ETF position peaked at $280K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.