Cyrus J. Lawrence’s Vanguard Small-Cap ETF VB Stock Holding History

Cyrus J. Lawrence’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	-72	Closed	-$17K	–	163
2024 Q4	$17K	Hold	72	–	–	﹤0.01%	163
2024 Q3	$17K	Hold	72	–	–	﹤0.01%	150
2024 Q2	$15K	Hold	72	–	–	﹤0.01%	154
2024 Q1	$16K	Buy	+72	New	+$15.5K	﹤0.01%	139
2023 Q3	$13K	Hold	72	–	–	﹤0.01%	125
2023 Q2	$14	Sell	72 -43	-37%	-$8.13K	﹤0.01%	137
2023 Q1	$22K	Hold	115	–	–	0.01%	130
2022 Q4	$21K	Buy	115 +43	+60%	+$7.97K	0.01%	172
2022 Q3	$12K	Hold	72	–	–	﹤0.01%	181
2022 Q2	$13K	Hold	72	–	–	﹤0.01%	231
2022 Q1	$15K	Buy	+72	New	+$15.2K	﹤0.01%	227

Other funds holding VB

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return