Fiduciary Family Office’s Vanguard Small-Cap ETF VB Stock Holding History

Fiduciary Family Office’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	$2.41M	Hold	9,201	–	–	0.69%	26
2025 Q4	$2.37M	Sell	9,201 -650	-7%	-$167K	0.68%	24
2025 Q3	$2.5M	Hold	9,851	–	–	0.71%	22
2025 Q2	$2.33M	Sell	9,851 -3,858	-28%	-$861K	0.76%	22
2025 Q1	$3.04M	Buy	+13,709	New	+$3.27M	1.01%	12
2024 Q4	–	Sell	-14,869	Closed	-$3.53M	–	242
2024 Q3	$3.53M	Hold	14,869	–	–	1.16%	7
2024 Q2	$3.24M	Hold	14,869	–	–	1.28%	7
2024 Q1	$3.4M	Buy	14,869 +5,090	+52%	+$1.09M	1.33%	9
2023 Q4	$2.09M	Buy	+9,779	New	+$1.88M	0.91%	15

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

Fiduciary Family Office's VB Position: Q1 2026 in Review

Fiduciary Family Office held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 9,201 shares worth $2.41M. The position accounts for 0.69% of the portfolio, ranked #26.

Fiduciary Family Office first reported a position in VB in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.53M in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Fiduciary Family Office held 9,201 shares of Vanguard Small-Cap ETF worth $2.41M as of Q1 2026.
Fiduciary Family Office left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.69% of Fiduciary Family Office's portfolio in Q1 2026, its #26 holding.
Fiduciary Family Office first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Vanguard Small-Cap ETF position peaked at $3.53M in Q3 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.