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Family Legacy Financial Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Family Legacy Financial Solutions’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
Q4 		– Sell
-336
Closed -$85.6K – 220
2025
Q3 		$85.6K Sell
336
-3
-0.9% -$744 0.07% 74
2025
Q2 		$80.4K Buy
+339
New +$75.6K 0.07% 75

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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Family Legacy Financial Solutions's VB Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Small-Cap ETF (VB) in Q4 2025, closing a stake of 336 shares — an estimated $85.6K sold.

Family Legacy Financial Solutions first reported a position in VB in Q2 2025 and held it in 2 quarters. The position peaked at $85.6K in Q3 2025. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 336 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $85.6K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Small-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Vanguard Small-Cap ETF position peaked at $85.6K in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.