Etesian Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Etesian Wealth 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	$404K	Sell	1,542 -95	-6%	-$25.7K	0.13%	99
2025 Q4	$422K	Sell	1,637 -229	-12%	-$58.7K	0.13%	101
2025 Q3	$474K	Sell	1,866 -424	-19%	-$105K	0.16%	98
2025 Q2	$543K	Sell	2,290 -103	-4%	-$23K	0.2%	92
2025 Q1	$531K	Sell	2,393 -117	-5%	-$27.9K	0.23%	87
2024 Q4	$603K	Sell	2,510 -259	-9%	-$63.7K	0.27%	85
2024 Q3	$657K	Sell	2,769 -929	-25%	-$211K	0.3%	86
2024 Q2	$806K	Sell	3,698 -186	-5%	-$40.8K	0.45%	65
2024 Q1	$888K	Sell	3,884 -35	-0.9%	-$7.53K	0.51%	63
2023 Q4	$845K	Buy	3,919 +12	+0.3%	+$2.31K	0.51%	64
2023 Q3	$739K	Sell	3,907 -3	-0.1%	-$598	0.5%	65
2023 Q2	$778K	Buy	3,910 +36	+0.9%	+$6.8K	0.51%	65
2023 Q1	$734K	Sell	3,874 -34	-0.9%	-$6.59K	0.49%	67
2022 Q4	$717K	Buy	+3,908	New	+$724K	0.52%	65

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

Etesian Wealth Advisors's VB Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 5.8% in Q1 2026, selling an estimated $25.7K and leaving 1,542 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #99.

Etesian Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $888K in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Etesian Wealth Advisors held 1,542 shares of Vanguard Small-Cap ETF worth $404K as of Q1 2026.
Etesian Wealth Advisors sold 95 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $25.7K.
Vanguard Small-Cap ETF made up 0.13% of Etesian Wealth Advisors's portfolio in Q1 2026, its #99 holding.
Etesian Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Vanguard Small-Cap ETF position peaked at $888K in Q1 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.