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

Financial Insights’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 		$5.53M Sell
21,110
-786
-4% -$213K 1.79% 12
2025
Q4 		$5.65M Sell
21,896
-154
-0.7% -$39.5K 1.89% 11
2025
Q3 		$5.61M Sell
22,050
-168
-0.8% -$41.7K 1.86% 11
2025
Q2 		$5.27M Buy
22,218
+1,533
+7% +$342K 1.92% 11
2025
Q1 		$4.59M Buy
20,685
+420
+2% +$100K 1.83% 13
2024
Q4 		$4.87M Buy
20,265
+522
+3% +$128K 1.81% 14
2024
Q3 		$4.68M Buy
19,743
+1,582
+9% +$359K 1.48% 17
2024
Q2 		$3.96M Buy
18,161
+2,272
+14% +$499K 1.1% 21
2024
Q1 		$3.63M Sell
15,889
-2,103
-12% -$452K 1.01% 21
2023
Q4 		$3.84M Sell
17,992
-1,572
-8% -$303K 1.2% 19
2023
Q3 		$3.48M Sell
19,564
-1,014
-5% -$202K 1.24% 17
2023
Q2 		$4.09M Buy
20,578
+3,533
+21% +$668K 1.5% 13
2023
Q1 		$3.23M Buy
17,045
+3,269
+24% +$634K 1.32% 16
2022
Q4 		$2.53M Buy
13,776
+4,814
+54% +$892K 1.2% 20
2022
Q3 		$1.53M Buy
8,962
+3,917
+78% +$740K 1.03% 25
2022
Q2 		$888K Sell
5,045
-433
-8% -$83.6K 0.9% 29
2022
Q1 		$1.16M Buy
5,478
+44
+0.8% +$9.26K 1.07% 26
2021
Q4 		$1.23M Sell
5,434
-159
-3% -$36.1K 1.06% 24
2021
Q3 		$1.22M Sell
5,593
-172
-3% -$38.2K 1.12% 24
2021
Q2 		$13M Sell
5,765
-155
-3% -$34.4K 1.08% 22
2021
Q1 		$1.27M Buy
5,920
+504
+9% +$106K 0.94% 24
2020
Q4 		$1.05M Sell
5,416
-92
-2% -$16.2K 0.82% 24
2020
Q3 		$847K Sell
5,508
-2,614
-32% -$402K 0.72% 24
2020
Q2 		$878 Sell
8,122
-832
-9% -$112K 0.78% 24
2020
Q1 		$1.03M Buy
8,954
+564
+7% +$84.8K 1.09% 20
2019
Q4 		$1.39M Sell
8,390
-505
-6% -$80.4K 1.22% 19
2019
Q3 		$1.37M Sell
8,895
-466
-5% -$72.3K 1.31% 16
2019
Q2 		$1.42M Sell
9,361
-254
-3% -$39.3K 1.44% 16
2019
Q1 		$1.52M Sell
9,615
-274
-3% -$40.7K 1.59% 14
2018
Q4 		$1.46M Buy
+9,889
New +$1.44M 1.63% 13

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

Financial Insights's VB Position: Q1 2026 in Review

Financial Insights reduced its Vanguard Small-Cap ETF (VB) stake by 3.6% in Q1 2026, selling an estimated $213K and leaving 21,110 shares worth $5.53M. The position accounts for 1.79% of the portfolio, ranked #12.

Financial Insights first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q2 2021. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Financial Insights held 21,110 shares of Vanguard Small-Cap ETF worth $5.53M as of Q1 2026.
  • Financial Insights sold 786 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $213K.
  • Vanguard Small-Cap ETF made up 1.79% of Financial Insights's portfolio in Q1 2026, its #12 holding.
  • Financial Insights first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's Vanguard Small-Cap ETF position peaked at $13M in Q2 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.