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Family Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Family Capital 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 		$3.84M Buy
14,649
+2,167
+17% +$586K 1.71% 18
2025
Q4 		$3.22M Buy
12,482
+521
+4% +$133K 1.43% 19
2025
Q3 		$3.04M Buy
11,961
+401
+3% +$99.5K 1.45% 17
2025
Q2 		$2.74M Buy
11,560
+344
+3% +$76.7K 1.44% 17
2025
Q1 		$2.49M Sell
11,216
-16
-0.1% -$3.82K 1.53% 16
2024
Q4 		$2.7M Buy
11,232
+799
+8% +$197K 1.63% 15
2024
Q3 		$2.47M Buy
10,433
+339
+3% +$77K 1.59% 16
2024
Q2 		$2.2M Buy
10,094
+387
+4% +$85K 1.5% 17
2024
Q1 		$2.22M Buy
9,707
+805
+9% +$173K 1.55% 15
2023
Q4 		$1.9M Buy
8,902
+2,001
+29% +$386K 1.35% 18
2023
Q3 		$1.3M Buy
6,901
+501
+8% +$99.8K 0.86% 23
2023
Q2 		$1.27M Buy
6,400
+354
+6% +$66.9K 0.79% 25
2023
Q1 		$1.15M Sell
6,046
-788
-12% -$153K 0.5% 27
2022
Q4 		$1.25M Buy
+6,834
New +$1.27M 0.83% 25

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

Family Capital Management's VB Position: Q1 2026 in Review

Family Capital Management increased its Vanguard Small-Cap ETF (VB) stake by 17% in Q1 2026, buying an estimated $586K and bringing the position to 14,649 shares worth $3.84M. The position accounts for 1.71% of the portfolio, ranked #18.

Family Capital Management first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Family Capital Management held 14,649 shares of Vanguard Small-Cap ETF worth $3.84M as of Q1 2026.
  • Family Capital Management bought 2,167 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $586K.
  • Vanguard Small-Cap ETF made up 1.71% of Family Capital Management's portfolio in Q1 2026, its #18 holding.
  • Family Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.