Fusion Family Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116M | Buy |
441,733
+11,981
| +3% | +$3.24M | 8.64% | 4 |
|
|
2025
Q4 | $111M | Buy |
429,752
+15,934
| +4% | +$4.08M | 8.4% | 4 |
|
|
2025
Q3 | $105M | Buy |
413,818
+1,362
| +0.3% | +$338K | 7.88% | 5 |
|
|
2025
Q2 | $97.7M | Buy |
412,456
+15,751
| +4% | +$3.51M | 8.26% | 5 |
|
|
2025
Q1 | $88M | Buy |
396,705
+3,162
| +0.8% | +$755K | 8.09% | 5 |
|
|
2024
Q4 | $94.6M | Buy |
393,543
+15,791
| +4% | +$3.89M | 8.67% | 4 |
|
|
2024
Q3 | $89.6M | Buy |
377,752
+20,344
| +6% | +$4.62M | 8.25% | 4 |
|
|
2024
Q2 | $77.9M | Buy |
357,408
+4,587
| +1% | +$1.01M | 7.94% | 5 |
|
|
2024
Q1 | $80.7M | Buy |
352,821
+11,622
| +3% | +$2.5M | 8.36% | 4 |
|
|
2023
Q4 | $72.8M | Sell |
341,199
-37,488
| -10% | -$7.22M | 8.21% | 5 |
|
|
2023
Q3 | $71.6M | Buy |
378,687
+3,513
| +0.9% | +$700K | 8.86% | 4 |
|
|
2023
Q2 | $74.6M | Buy |
375,174
+14,574
| +4% | +$2.75M | 8.96% | 4 |
|
|
2023
Q1 | $68.4M | Buy |
360,600
+7,331
| +2% | +$1.42M | 8.79% | 4 |
|
|
2022
Q4 | $64.8M | Buy |
353,269
+76,725
| +28% | +$14.2M | 8.88% | 4 |
|
|
2022
Q3 | $60.5M | Sell |
276,544
-84,470
| -23% | -$15.9M | 9.09% | 4 |
|
|
2022
Q2 | $63.6M | Buy |
361,014
+39,333
| +12% | +$7.6M | 9.11% | 5 |
|
|
2022
Q1 | $68.4M | Buy |
321,681
+55,364
| +21% | +$11.7M | 9.23% | 5 |
|
|
2021
Q4 | $60.2M | Sell |
266,317
-10,227
| -4% | -$2.32M | 8.96% | 4 |
|
|
2021
Q3 | $60.5M | Buy |
276,544
+10,762
| +4% | +$2.39M | 9.09% | 4 |
|
|
2021
Q2 | $59.9M | Sell |
265,782
-2,639
| -1% | -$585K | 8.97% | 4 |
|
|
2021
Q1 | $57.5M | Buy |
268,421
+12,735
| +5% | +$2.68M | 8.89% | 4 |
|
|
2020
Q4 | $49.8M | Buy |
255,686
+4,470
| +2% | +$789K | 8.8% | 4 |
|
|
2020
Q3 | $38.6M | Buy |
251,216
+35,985
| +17% | +$5.53M | 7.8% | 6 |
|
|
2020
Q2 | $31.4M | Buy |
215,231
+77,716
| +57% | +$10.4M | 7.39% | 6 |
|
|
2020
Q1 | $15.9M | Buy |
137,515
+20,084
| +17% | +$3.02M | 4.26% | 11 |
|
|
2019
Q4 | $19.5M | Buy |
117,431
+1,487
| +1% | +$237K | 4.48% | 11 |
|
|
2019
Q3 | $17.8M | Buy |
115,944
+3,749
| +3% | +$581K | 4.73% | 10 |
|
|
2019
Q2 | $17.6M | Buy |
112,195
+9,489
| +9% | +$1.47M | 4.37% | 11 |
|
|
2019
Q1 | $15.7M | Buy |
102,706
+9,334
| +10% | +$1.39M | 4.35% | 11 |
|
|
2018
Q4 | $12.3M | Sell |
93,372
-782
| -0.8% | -$114K | 3.62% | 11 |
|
|
2018
Q3 | $15.3M | Buy |
94,154
+2,995
| +3% | +$484K | 4.11% | 11 |
|
|
2018
Q2 | $14.2M | Buy |
91,159
+2,807
| +3% | +$429K | 3.99% | 9 |
|
|
2018
Q1 | $13M | Buy |
88,352
+6,343
| +8% | +$947K | 4.36% | 7 |
|
|
2017
Q4 | $12.1M | Buy |
82,009
+3,554
| +5% | +$514K | 3.03% | 9 |
|
|
2017
Q3 | $11.1M | Buy |
78,455
+3,149
| +4% | +$429K | 3.75% | 8 |
|
|
2017
Q2 | $10.2M | Buy |
75,306
+1,552
| +2% | +$208K | 3.49% | 8 |
|
|
2017
Q1 | $9.83M | Buy |
+73,754
| New | +$9.76M | 3.68% | 8 |
|
Other funds holding VB
Fusion Family Wealth's VB Position: Q1 2026 in Review
Fusion Family Wealth increased its Vanguard Small-Cap ETF (VB) stake by 2.8% in Q1 2026, buying an estimated $3.24M and bringing the position to 441,733 shares worth $116M. The position accounts for 8.64% of the portfolio, ranked #4.
Fusion Family Wealth first reported a position in VB in Q1 2017 and has held it in 37 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Fusion Family Wealth held 441,733 shares of Vanguard Small-Cap ETF worth $116M as of Q1 2026.
- Fusion Family Wealth bought 11,981 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $3.24M.
- Vanguard Small-Cap ETF made up 8.64% of Fusion Family Wealth's portfolio in Q1 2026, its #4 holding.
- Fusion Family Wealth first reported a position in Vanguard Small-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.