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

Financial Life Advisors’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
Q1 		– Sell
-859
Closed -$206K – 54
2024
Q4 		$206K Sell
859
-111
-11% -$27.3K 0.08% 46
2024
Q3 		$230K Sell
970
-7
-0.7% -$1.59K 0.09% 45
2024
Q2 		$213K Sell
977
-277
-22% -$60.8K 0.09% 55
2024
Q1 		$287K Sell
1,254
-480
-28% -$103K 0.12% 52
2023
Q4 		$370K Sell
1,734
-527
-23% -$102K 0.16% 45
2023
Q3 		$427K Hold
2,261
– – 0.18% 37
2023
Q2 		$450K Sell
2,261
-1,018
-31% -$192K 0.19% 40
2023
Q1 		$622K Sell
3,279
-5,998
-65% -$1.16M 0.27% 44
2022
Q4 		$1.7M Buy
9,277
+4,811
+108% +$892K 0.79% 31
2022
Q3 		$763K Buy
4,466
+1,010
+29% +$191K 0.38% 32
2022
Q2 		$609K Sell
3,456
-109
-3% -$21K 0.29% 30
2022
Q1 		$758K Sell
3,565
-191
-5% -$40.2K 0.31% 29
2021
Q4 		$849K Hold
3,756
– – 0.33% 26
2021
Q3 		$821K Sell
3,756
-19
-0.5% -$4.22K 0.34% 26
2021
Q2 		$850K Sell
3,775
-205
-5% -$45.4K 0.37% 26
2021
Q1 		$852K Sell
3,980
-232
-6% -$48.9K 0.4% 26
2020
Q4 		$819K Sell
4,212
-21
-0.5% -$3.71K 0.42% 24
2020
Q3 		$651K Buy
+4,233
New +$650K 0.34% 25
2019
Q3 		– Sell
-1,387
Closed -$217K – 49
2019
Q2 		$217K Sell
1,387
-465
-25% -$71.9K 0.14% 46
2019
Q1 		$283K Sell
1,852
-352
-16% -$52.3K 0.19% 43
2018
Q4 		$291K Buy
2,204
+677
+44% +$98.6K 0.23% 44
2018
Q3 		$248K Hold
1,527
– – 0.18% 45
2018
Q2 		$238K Hold
1,527
– – 0.2% 44
2018
Q1 		$219K Sell
1,527
-12
-0.8% -$1.79K 0.2% 46
2017
Q4 		$227K Buy
+1,539
New +$223K 0.18% 46

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Life Advisors's VB Position: Q1 2025 in Review

Financial Life Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 859 shares — an estimated $206K sold.

Financial Life Advisors first reported a position in VB in Q4 2017 and held it in 25 quarters. The position peaked at $1.7M in Q4 2022. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Financial Life Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Life Advisors sold 859 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $206K.
  • Financial Life Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 25 quarters.
  • Financial Life Advisors's Vanguard Small-Cap ETF position peaked at $1.7M in Q4 2022.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Financial Life Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.