Financial Gravity Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Financial Gravity Asset 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	$27K	Hold	103	–	–	﹤0.01%	402
2025 Q4	$26.6K	Hold	103	–	–	0.01%	331
2025 Q3	$26.2K	Buy	+103	New	+$25.5K	0.01%	381
2025 Q1	$29.7K	Buy	+134	New	+$32K	0.01%	411
2024 Q2	$90.1K	Sell	338 -797	-70%	-$175K	0.02%	199
2024 Q1	$250K	Buy	1,135 +503	+80%	+$108K	0.03%	171
2023 Q4	$135K	Buy	+632	New	+$122K	﹤0.01%	523
2019 Q4	–	Sell	-41	Closed	-$6K	–	1727
2019 Q3	$6K	Hold	41	–	–	0.01%	676
2019 Q2	$6K	Hold	41	–	–	﹤0.01%	667
2019 Q1	$6K	Buy	+41	New	+$6.09K	﹤0.01%	659
2018 Q3	$6K	Buy	41 +21	+105%	+$3.4K	0.01%	703
2018 Q2	$3K	Sell	20 -379	-95%	-$58K	﹤0.01%	922
2018 Q1	$59K	Buy	+399	New	+$59.6K	0.06%	270

Other funds holding VB

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 San Diego, California $376B 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 $57.2B 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