Financiere des Professionnels’s Vanguard Small-Cap ETF VB Stock Holding History

Financiere des Professionnels’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 Q2	–	Sell	-269,200	Closed	-$59.7M	–	393
2025 Q1	$59.7M	Buy	269,200 +211,000	+363%	+$50.4M	3.86%	6
2024 Q4	$14M	Buy	58,200 +13,500	+30%	+$3.32M	0.98%	24
2024 Q3	$10.6M	Buy	44,700 +14,000	+46%	+$3.18M	0.72%	44
2024 Q2	$6.67M	Buy	30,700 +27,700	+923%	+$6.08M	0.52%	61
2024 Q1	$686K	Buy	+3,000	New	+$645K	0.06%	129

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financiere des Professionnels's VB Position: Q2 2025 in Review

Financiere des Professionnels sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 269,200 shares — an estimated $59.7M sold.

Financiere des Professionnels first reported a position in VB in Q1 2024 and held it in 5 quarters. The position peaked at $59.7M in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Financiere des Professionnels reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Financiere des Professionnels sold 269,200 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $59.7M.
Financiere des Professionnels first reported a position in Vanguard Small-Cap ETF in Q1 2024 and held it in 5 quarters.
Financiere des Professionnels's Vanguard Small-Cap ETF position peaked at $59.7M in Q1 2025.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Financiere des Professionnels's 13F filing for Q2 2025, filed 9 Jul 2025.