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

Evelyn Partners Investment 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 		$41.9K Hold
160
– – ﹤0.01% 286
2025
Q4 		$41.3K Hold
160
– – ﹤0.01% 292
2025
Q3 		$40.7K Hold
160
– – ﹤0.01% 292
2025
Q2 		$37.9K Hold
160
– – ﹤0.01% 298
2025
Q1 		$35.5K Hold
160
– – ﹤0.01% 303
2024
Q4 		$38.4K Buy
+160
New +$39.4K ﹤0.01% 288

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evelyn Partners Investment Management's VB Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 160 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Evelyn Partners Investment Management first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Evelyn Partners Investment Management held 160 shares of Vanguard Small-Cap ETF worth $41.9K as of Q1 2026.
  • Evelyn Partners Investment Management left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #286 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.