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

Correct Capital 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	$239K	Hold	913	–	–	0.04%	101
2025 Q4	$236K	Hold	913	–	–	0.04%	105
2025 Q3	$232K	Hold	913	–	–	0.04%	111
2025 Q2	$216K	Hold	913	–	–	0.03%	109
2025 Q1	$202K	Hold	913	–	–	0.03%	111
2024 Q4	$219K	Hold	913	–	–	0.04%	109
2024 Q3	$217K	Buy	+913	New	+$207K	0.05%	116
2024 Q2	–	Sell	-913	Closed	-$209K	–	133
2024 Q1	$209K	Buy	+913	New	+$196K	0.05%	129

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

Correct Capital Wealth Management's VB Position: Q1 2026 in Review

Correct Capital Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 913 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #101.

Correct Capital Wealth Management 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.

Correct Capital Wealth Management held 913 shares of Vanguard Small-Cap ETF worth $239K as of Q1 2026.
Correct Capital Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.04% of Correct Capital Wealth Management's portfolio in Q1 2026, its #101 holding.
Correct Capital Wealth Management 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 Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.