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

Edge 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
2025 Q4	$502K	Buy	1,947 +13	+0.7%	+$3.33K	0.21%	85
2025 Q3	$492K	Sell	1,934 -47	-2%	-$11.7K	0.22%	88
2025 Q2	$470K	Sell	1,981 -189	-9%	-$42.2K	0.25%	71
2025 Q1	$481K	Sell	2,170 -4,063	-65%	-$970K	0.3%	55
2024 Q4	$1.5M	Sell	6,233 -9	-0.1%	-$2.21K	1.34%	29
2024 Q3	$1.48M	Buy	6,242 +392	+7%	+$89.1K	1.31%	31
2024 Q2	$1.28M	Buy	5,850 +1,897	+48%	+$417K	1.32%	30
2024 Q1	$909K	Buy	+3,953	New	+$850K	0.8%	38

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Edge Financial Advisors's VB Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard Small-Cap ETF (VB) stake by 0.67% in Q4 2025, buying an estimated $3.33K and bringing the position to 1,947 shares worth $502K. The position accounts for 0.21% of the portfolio, ranked #85.

Edge Financial Advisors first reported a position in VB in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2024. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Edge Financial Advisors held 1,947 shares of Vanguard Small-Cap ETF worth $502K as of Q4 2025.
Edge Financial Advisors bought 13 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $3.33K.
Vanguard Small-Cap ETF made up 0.21% of Edge Financial Advisors's portfolio in Q4 2025, its #85 holding.
Edge Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Vanguard Small-Cap ETF position peaked at $1.5M in Q4 2024.
2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.