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DHJJ Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

DHJJ Financial Advisors’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 		$215K Buy
821
+9
+1% +$2.44K 0.07% 187
2025
Q4 		$209K Buy
812
+2
+0.2% +$512 0.07% 183
2025
Q3 		$206K Sell
810
-4
-0.5% -$992 0.07% 172
2025
Q2 		$193K Sell
814
-210
-21% -$46.8K 0.07% 175
2025
Q1 		$227K Sell
1,024
-123
-11% -$29.4K 0.09% 149
2024
Q4 		$276K Sell
1,147
-8
-0.7% -$1.97K 0.11% 131
2024
Q3 		$274K Sell
1,155
-13
-1% -$2.95K 0.11% 130
2024
Q2 		$255K Hold
1,168
– – 0.11% 132
2024
Q1 		$267K Hold
1,168
– – 0.12% 120
2023
Q4 		$249K Sell
1,168
-171
-13% -$32.9K 0.12% 122
2023
Q3 		$253K Hold
1,339
– – 0.13% 113
2023
Q2 		$266K Sell
1,339
-46
-3% -$8.69K 0.14% 119
2023
Q1 		$263K Hold
1,385
– – 0.14% 114
2022
Q4 		$254K Buy
1,385
+82
+6% +$15.2K 0.15% 118
2022
Q3 		$223K Hold
1,303
– – 0.13% 118
2022
Q2 		$230K Buy
1,303
+330
+34% +$63.7K 0.13% 120
2022
Q1 		$209K Buy
+973
New +$205K 0.1% 134
2021
Q2 		– Sell
-950
Closed -$203K – 122
2021
Q1 		$203K Buy
+950
New +$200K 0.12% 107

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

DHJJ Financial Advisors's VB Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Vanguard Small-Cap ETF (VB) stake by 1.1% in Q1 2026, buying an estimated $2.44K and bringing the position to 821 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #187.

DHJJ Financial Advisors first reported a position in VB in Q1 2021 and has held it in 18 quarters since. The position peaked at $276K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • DHJJ Financial Advisors held 821 shares of Vanguard Small-Cap ETF worth $215K as of Q1 2026.
  • DHJJ Financial Advisors bought 9 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.44K.
  • Vanguard Small-Cap ETF made up 0.07% of DHJJ Financial Advisors's portfolio in Q1 2026, its #187 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • DHJJ Financial Advisors's Vanguard Small-Cap ETF position peaked at $276K in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.