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

Florida Financial 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
2026 Q1	$536K	Buy	2,046 +276	+16%	+$74.7K	0.13%	160
2025 Q4	$457K	Sell	1,770 -53	-3%	-$13.6K	0.12%	157
2025 Q3	$464K	Buy	1,823 +13	+0.7%	+$3.22K	0.14%	155
2025 Q2	$429K	Sell	1,810 -662	-27%	-$148K	0.14%	159
2025 Q1	$548K	Sell	2,472 -1,740	-41%	-$416K	0.22%	99
2024 Q4	$1.01M	Buy	4,212 +1,701	+68%	+$419K	0.45%	48
2024 Q3	$595K	Buy	2,511 +657	+35%	+$149K	0.31%	67
2024 Q2	$474K	Buy	1,854 +293	+19%	+$64.3K	0.28%	70
2024 Q1	$357K	Buy	1,561 +586	+60%	+$126K	0.26%	67
2023 Q4	$208K	Buy	+975	New	+$188K	0.19%	102

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

Florida Financial Advisors's VB Position: Q1 2026 in Review

Florida Financial Advisors increased its Vanguard Small-Cap ETF (VB) stake by 16% in Q1 2026, buying an estimated $74.7K and bringing the position to 2,046 shares worth $536K. The position accounts for 0.13% of the portfolio, ranked #160.

Florida Financial Advisors first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Florida Financial Advisors held 2,046 shares of Vanguard Small-Cap ETF worth $536K as of Q1 2026.
Florida Financial Advisors bought 276 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $74.7K.
Vanguard Small-Cap ETF made up 0.13% of Florida Financial Advisors's portfolio in Q1 2026, its #160 holding.
Florida Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard Small-Cap ETF position peaked at $1.01M in Q4 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.