Empirical Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Empirical Asset 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	$211K	Buy	2,933 +3	+0.1%	+$812	0.06%	360
2025 Q4	$207K	Hold	2,930	–	–	0.06%	324
2025 Q3	$204K	Buy	+2,930	New	+$727K	0.06%	342
2025 Q1	–	Sell	-12,618	Closed	-$193K	–	461
2024 Q4	$193K	Buy	+12,618	New	+$3.1M	0.06%	311

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

Empirical Asset Management's VB Position: Q1 2026 in Review

Empirical Asset Management increased its Vanguard Small-Cap ETF (VB) stake by 0.1% in Q1 2026, buying an estimated $812 and bringing the position to 2,933 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #360.

Empirical Asset Management first reported a position in VB in Q4 2024 and has held it in 4 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Empirical Asset Management held 2,933 shares of Vanguard Small-Cap ETF worth $211K as of Q1 2026.
Empirical Asset Management bought 3 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $812.
Vanguard Small-Cap ETF made up 0.06% of Empirical Asset Management's portfolio in Q1 2026, its #360 holding.
Empirical Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.