First Business Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

First Business Financial Services’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	$1.33M	Buy	5,070 +31	+0.6%	+$8.39K	0.12%	70
2025 Q4	$1.3M	Hold	5,039	–	–	0.12%	71
2025 Q3	$1.28M	Sell	5,039 -2,557	-34%	-$634K	0.12%	73
2025 Q2	$1.8M	Buy	7,596 +2,467	+48%	+$550K	0.16%	61
2025 Q1	$1.14M	Hold	5,129	–	–	0.11%	79
2024 Q4	$1.23M	Hold	5,129	–	–	0.12%	77
2024 Q3	$1.22M	Hold	5,129	–	–	0.12%	73
2024 Q2	$1.12M	Hold	5,129	–	–	0.12%	73
2024 Q1	$1.17M	Sell	5,129 -4	-0.1%	-$860	0.13%	70
2023 Q4	$1.1M	Sell	5,133 -1,299	-20%	-$250K	0.13%	68
2023 Q3	$1.22M	Buy	6,432 +659	+11%	+$131K	0.16%	65
2023 Q2	$1.15M	Buy	5,773 +37	+0.6%	+$6.99K	0.14%	70
2023 Q1	$1.09M	Hold	5,736	–	–	0.14%	73
2022 Q4	$1.05M	Hold	5,736	–	–	0.14%	71
2022 Q3	$980K	Hold	5,736	–	–	0.14%	71
2022 Q2	$1.01M	Hold	5,736	–	–	0.14%	69
2022 Q1	$1.22M	Hold	5,736	–	–	0.13%	67
2021 Q4	$1.3M	Buy	5,736 +1,089	+23%	+$247K	0.14%	64
2021 Q3	$1.02M	Hold	4,647	–	–	0.12%	68
2021 Q2	$1.05M	Buy	4,647 +1,070	+30%	+$237K	0.12%	61
2021 Q1	$766K	Buy	3,577 +125	+4%	+$26.3K	0.1%	73
2020 Q4	$672K	Hold	3,452	–	–	0.1%	72
2020 Q3	$531K	Hold	3,452	–	–	0.09%	72
2020 Q2	$503K	Sell	3,452 -75	-2%	-$10.1K	0.09%	71
2020 Q1	$407K	Hold	3,527	–	–	0.08%	71
2019 Q4	$584K	Sell	3,527 -318	-8%	-$50.7K	0.09%	65
2019 Q3	$592K	Hold	3,845	–	–	0.1%	65
2019 Q2	$602K	Hold	3,845	–	–	0.1%	61
2019 Q1	$588K	Hold	3,845	–	–	0.1%	60
2018 Q4	$508K	Buy	+3,845	New	+$560K	0.09%	88

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

First Business Financial Services's VB Position: Q1 2026 in Review

First Business Financial Services increased its Vanguard Small-Cap ETF (VB) stake by 0.62% in Q1 2026, buying an estimated $8.39K and bringing the position to 5,070 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #70.

First Business Financial Services first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.8M in Q2 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

First Business Financial Services held 5,070 shares of Vanguard Small-Cap ETF worth $1.33M as of Q1 2026.
First Business Financial Services bought 31 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $8.39K.
Vanguard Small-Cap ETF made up 0.12% of First Business Financial Services's portfolio in Q1 2026, its #70 holding.
First Business Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
First Business Financial Services's Vanguard Small-Cap ETF position peaked at $1.8M in Q2 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.