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Farnam Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Farnam Financial’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 		$3.21M Buy
12,256
+56
+0.5% +$15.2K 2.64% 14
2025
Q4 		$3.15M Buy
12,200
+881
+8% +$226K 2.37% 14
2025
Q3 		$2.88M Buy
11,319
+2,222
+24% +$551K 2.24% 15
2025
Q2 		$2.16M Buy
9,097
+5,744
+171% +$1.28M 1.94% 17
2025
Q1 		$744K Buy
3,353
+1,224
+57% +$292K 0.75% 30
2024
Q4 		$512K Sell
2,129
-70
-3% -$17.2K 0.53% 32
2024
Q3 		$522K Buy
+2,199
New +$500K 0.57% 31

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

Farnam Financial's VB Position: Q1 2026 in Review

Farnam Financial increased its Vanguard Small-Cap ETF (VB) stake by 0.46% in Q1 2026, buying an estimated $15.2K and bringing the position to 12,256 shares worth $3.21M. The position accounts for 2.64% of the portfolio, ranked #14.

Farnam Financial first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Farnam Financial held 12,256 shares of Vanguard Small-Cap ETF worth $3.21M as of Q1 2026.
  • Farnam Financial bought 56 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $15.2K.
  • Vanguard Small-Cap ETF made up 2.64% of Farnam Financial's portfolio in Q1 2026, its #14 holding.
  • Farnam Financial first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.