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FSA Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

FSA Wealth Management’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
Q3 		$76.3K Buy
300
+1
+0.3% +$248 0.03% 119
2025
Q2 		$70.9K Buy
299
+1
+0.3% +$223 0.03% 119
2025
Q1 		$66.1K Buy
298
+8
+3% +$1.91K 0.03% 121
2024
Q4 		$69.6K Buy
290
+2
+0.7% +$492 0.03% 118
2024
Q3 		$68.3K Buy
+288
New +$65.4K 0.03% 125
2024
Q1 		$61.7K Buy
270
+269
+26,900% +$57.9K 0.03% 126
2023
Q4 		$0 Buy
+1
New +$193 ﹤0.01% 596
2020
Q2 		– Sell
-47
Closed -$5K – 417
2020
Q1 		$5K Hold
47
– – ﹤0.01% 308
2019
Q4 		$8K Buy
+47
New +$7.49K 0.01% 343

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FSA Wealth Management's VB Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.33% in Q3 2025, buying an estimated $248 and bringing the position to 300 shares worth $76.3K. The position accounts for 0.03% of the portfolio, ranked #119.

FSA Wealth Management first reported a position in VB in Q4 2019 and has held it in 9 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • FSA Wealth Management held 300 shares of Vanguard Small-Cap ETF worth $76.3K as of Q3 2025.
  • FSA Wealth Management bought 1 Vanguard Small-Cap ETF share in Q3 2025, an estimated $248.
  • Vanguard Small-Cap ETF made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #119 holding.
  • FSA Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 9 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.