Core Wealth Advisors (Florida)’s Vanguard Small-Cap ETF VB Stock Holding History

Core Wealth Advisors (Florida)’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	-25,600	Closed	-$6.15M	–	73
2024 Q4	$6.15M	Buy	+25,600	New	+$6.3M	2.03%	11
2021 Q4	–	Sell	-26	Closed	-$6K	–	220
2021 Q3	$6K	Hold	26	–	–	﹤0.01%	154
2021 Q2	$6K	Hold	26	–	–	﹤0.01%	150
2021 Q1	$6K	Hold	26	–	–	0.01%	134
2020 Q4	$5K	Hold	26	–	–	﹤0.01%	144
2020 Q3	$4K	Buy	+26	New	+$3.99K	﹤0.01%	126

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

Core Wealth Advisors (Florida)'s VB Position: Q1 2025 in Review

Core Wealth Advisors (Florida) sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 25,600 shares — an estimated $6.15M sold.

Core Wealth Advisors (Florida) first reported a position in VB in Q3 2020 and held it in 6 quarters. The position peaked at $6.15M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Core Wealth Advisors (Florida) reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 25,600 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $6.15M.
Core Wealth Advisors (Florida) first reported a position in Vanguard Small-Cap ETF in Q3 2020 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s Vanguard Small-Cap ETF position peaked at $6.15M in Q4 2024.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2025, filed 15 May 2025.