Estate Counselors’s Vanguard Small-Cap ETF VB Stock Holding History

Estate Counselors’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 Q2	–	Sell	-3,890	Closed	-$863K	–	123
2025 Q1	$863K	Buy	3,890 +760	+24%	+$181K	0.09%	69
2024 Q4	$752K	Buy	3,130 +1,850	+145%	+$455K	0.08%	78
2024 Q3	$304K	Hold	1,280	–	–	0.03%	99
2024 Q2	$279K	Sell	1,280 -1,245	-49%	-$273K	0.03%	105
2024 Q1	$577K	Sell	2,525 -109,445	-98%	-$23.5M	0.07%	94
2023 Q4	$23.9M	Buy	111,970 +29,125	+35%	+$5.61M	2.95%	11
2023 Q3	$15.7M	Sell	82,845 -38,935	-32%	-$7.76M	2.08%	15
2023 Q2	$24.2M	Buy	121,780 +4,696	+4%	+$887K	3.07%	7
2023 Q1	$22.2M	Buy	117,084 +43,868	+60%	+$8.51M	2.93%	7
2022 Q4	$13.4M	Buy	73,216 +16,327	+29%	+$3.03M	1.88%	17
2022 Q3	$9.72M	Buy	56,889 +16,495	+41%	+$3.11M	1.5%	19
2022 Q2	$7.11M	Sell	40,394 -41,826	-51%	-$8.08M	1.06%	31
2022 Q1	$17.5M	Sell	82,220 -4,450	-5%	-$937K	2.27%	12
2021 Q4	$19.6M	Buy	86,670 +1,145	+1%	+$260K	2.38%	7
2021 Q3	$18.6M	Sell	85,525 -38,625	-31%	-$8.59M	2.33%	9
2021 Q2	$28M	Buy	124,150 +80,060	+182%	+$17.7M	3.66%	4
2021 Q1	$9.44M	Sell	44,090 -10	-0%	-$2.11K	1.38%	27
2020 Q4	$8.59M	Sell	44,100 -27,050	-38%	-$4.77M	1.29%	26
2020 Q3	$10.9M	Buy	71,150 +4,300	+6%	+$660K	1.7%	17
2020 Q2	$9.74M	Buy	66,850 +55,146	+471%	+$7.4M	1.56%	20
2020 Q1	$1.35M	Sell	11,704 -19,826	-63%	-$2.98M	0.22%	68
2019 Q4	$5.22M	Hold	31,530	–	–	0.77%	40
2019 Q3	$4.85M	Hold	31,530	–	–	0.74%	40
2019 Q2	$4.94M	Buy	31,530 +10,930	+53%	+$1.69M	0.77%	42
2019 Q1	$3.15M	Buy	20,600 +3,050	+17%	+$453K	0.54%	42
2018 Q4	$2.32M	Buy	17,550 +350	+2%	+$51K	0.47%	52
2018 Q3	$2.8M	Sell	17,200 -1,900	-10%	-$307K	0.51%	47
2018 Q2	$2.97M	Sell	19,100 -1,050	-5%	-$161K	0.56%	47
2018 Q1	$2.96M	Sell	20,150 -1,100	-5%	-$164K	0.55%	45
2017 Q4	$3.14M	Sell	21,250 -6,300	-23%	-$911K	0.63%	44
2017 Q3	$3.89M	Buy	27,550 +7,000	+34%	+$954K	0.78%	38
2017 Q2	$2.79M	Sell	20,550 -8,255	-29%	-$1.11M	0.63%	43
2017 Q1	$3.84M	Buy	28,805 +1,300	+5%	+$172K	1%	33
2016 Q4	$3.55M	Buy	27,505 +4,500	+20%	+$559K	0.98%	38
2016 Q3	$2.81M	Hold	23,005	–	–	1.09%	32
2016 Q2	$2.66M	Sell	23,005 -300	-1%	-$34.1K	1.06%	30
2016 Q1	$2.6M	Buy	23,305 +5,195	+29%	+$538K	1.15%	28
2015 Q4	$2M	Sell	18,110 -3,200	-15%	-$363K	0.82%	29
2015 Q3	$2.29M	Sell	21,310 -1,500	-7%	-$175K	0.92%	26
2015 Q2	$2.77M	Hold	22,810	–	–	0.96%	28
2015 Q1	$2.8M	Hold	22,810	–	–	0.99%	27
2014 Q4	$2.66M	Sell	22,810 -269	-1%	-$30.6K	0.94%	27
2014 Q3	$2.55M	Hold	23,079	–	–	0.98%	27
2014 Q2	$2.7M	Sell	23,079 -160	-0.7%	-$17.9K	1.03%	27
2014 Q1	$2.63M	Sell	23,239 -230	-1%	-$25.5K	1.05%	27
2013 Q4	$2.58M	Sell	23,469 -2,030	-8%	-$216K	1.15%	27
2013 Q3	$2.61M	Sell	25,499 -150	-0.6%	-$15K	1.21%	26
2013 Q2	$2.41M	Buy	+25,649	New	+$2.37M	1.22%	23

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Estate Counselors's VB Position: Q2 2025 in Review

Estate Counselors sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 3,890 shares — an estimated $863K sold.

Estate Counselors first reported a position in VB in Q2 2013 and held it in 48 quarters. The position peaked at $28M in Q2 2021. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Estate Counselors reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 3,890 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $863K.
Estate Counselors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and held it in 48 quarters.
Estate Counselors's Vanguard Small-Cap ETF position peaked at $28M in Q2 2021.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.