Founders Grove Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Founders Grove Wealth Partners’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	$3.04M	Sell	11,590 -53	-0.5%	-$14.3K	0.69%	37
2025 Q4	$3M	Buy	11,643 +106	+0.9%	+$27.2K	0.68%	36
2025 Q3	$2.93M	Sell	11,537 -247	-2%	-$61.3K	0.69%	37
2025 Q2	$2.79M	Buy	11,784 +3,203	+37%	+$715K	0.7%	37
2025 Q1	$1.9M	Buy	8,581 +842	+11%	+$201K	0.53%	49
2024 Q4	$1.86M	Buy	+7,739	New	+$1.9M	0.54%	44

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

Founders Grove Wealth Partners's VB Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard Small-Cap ETF (VB) stake by 0.46% in Q1 2026, selling an estimated $14.3K and leaving 11,590 shares worth $3.04M. The position accounts for 0.69% of the portfolio, ranked #37.

Founders Grove Wealth Partners first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Founders Grove Wealth Partners held 11,590 shares of Vanguard Small-Cap ETF worth $3.04M as of Q1 2026.
Founders Grove Wealth Partners sold 53 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $14.3K.
Vanguard Small-Cap ETF made up 0.69% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #37 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.