Elm Partners Management’s Vanguard Small-Cap ETF VB Stock Holding History

Elm Partners 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	$21.7M	Buy	85,423 +10,578	+14%	+$2.86M	0.94%	21
2025 Q4	$19.3M	Sell	74,845 -2,164	-3%	-$554K	0.88%	23
2025 Q3	$19.6M	Buy	77,009 +51,353	+200%	+$12.7M	0.98%	21
2025 Q2	$6.08M	Sell	25,656 -14,029	-35%	-$3.13M	0.35%	26
2025 Q1	$8.8M	Sell	39,685 -65,536	-62%	-$15.7M	0.57%	23
2024 Q4	$25.3M	Sell	105,221 -15,763	-13%	-$3.88M	1.73%	13
2024 Q3	$28.7M	Buy	120,984 +59,415	+97%	+$13.5M	2.05%	13
2024 Q2	$13.4M	Sell	61,569 -1,888	-3%	-$415K	1.03%	20
2024 Q1	$14.5M	Sell	63,457 -3,556	-5%	-$765K	1.15%	18
2023 Q4	$14.3M	Buy	67,013 +4,564	+7%	+$879K	1.3%	17
2023 Q3	$11.8M	Sell	62,449 -10,281	-14%	-$2.05M	1.22%	17
2023 Q2	$14.5M	Buy	72,730 +19,410	+36%	+$3.67M	1.46%	15
2023 Q1	$10.1M	Buy	53,320 +2,942	+6%	+$571K	1.06%	19
2022 Q4	$9.25M	Buy	50,378 +16,173	+47%	+$3M	1.07%	18
2022 Q3	$5.85M	Sell	34,205 -5,000	-13%	-$944K	0.79%	19
2022 Q2	$6.9M	Sell	39,205 -11,123	-22%	-$2.15M	0.9%	18
2022 Q1	$10.7M	Sell	50,328 -19,684	-28%	-$4.14M	1.35%	15
2021 Q4	$15.8M	Sell	70,012 -7,498	-10%	-$1.7M	1.95%	15
2021 Q3	$16.9M	Buy	77,510 +5,923	+8%	+$1.32M	2.26%	13
2021 Q2	$16.1M	Sell	71,587 -4,889	-6%	-$1.08M	2.12%	14
2021 Q1	$16.4M	Buy	76,476 +7,224	+10%	+$1.52M	2.33%	13
2020 Q4	$13.5M	Buy	69,252 +8,826	+15%	+$1.56M	2.02%	14
2020 Q3	$9.29M	Sell	60,426 -487	-0.8%	-$74.8K	1.56%	16
2020 Q2	$8.88M	Buy	60,913 +17,720	+41%	+$2.38M	1.58%	17
2020 Q1	$4.99M	Buy	43,193 +2,475	+6%	+$372K	1.1%	19
2019 Q4	$6.27M	Buy	40,718 +2,277	+6%	+$363K	1.37%	18
2019 Q3	$5.92M	Sell	38,441 -473	-1%	-$73.3K	1.34%	22
2019 Q2	$6.1M	Sell	38,914 -5,970	-13%	-$923K	1.36%	22
2019 Q1	$6.86M	Buy	44,884 +12,646	+39%	+$1.88M	1.84%	17
2018 Q4	$4.21M	Buy	+32,238	New	+$4.69M	1.46%	15

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

Elm Partners Management's VB Position: Q1 2026 in Review

Elm Partners Management increased its Vanguard Small-Cap ETF (VB) stake by 14% in Q1 2026, buying an estimated $2.86M and bringing the position to 85,423 shares worth $21.7M. The position accounts for 0.94% of the portfolio, ranked #21.

Elm Partners Management first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $28.7M in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Elm Partners Management held 85,423 shares of Vanguard Small-Cap ETF worth $21.7M as of Q1 2026.
Elm Partners Management bought 10,578 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.86M.
Vanguard Small-Cap ETF made up 0.94% of Elm Partners Management's portfolio in Q1 2026, its #21 holding.
Elm Partners Management first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Elm Partners Management's Vanguard Small-Cap ETF position peaked at $28.7M in Q3 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.