Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $8.3M | Sell |
32,189
-1,690
| -5% | -$433K | 0.15% | 131 |
|
|
2025
Q3 | $8.61M | Sell |
33,879
-124
| -0.4% | -$30.8K | 0.19% | 96 |
|
|
2025
Q2 | $8.06M | Buy |
+34,003
| New | +$7.59M | 0.2% | 98 |
|
|
2024
Q4 | $7.93M | Buy |
33,021
+2,255
| +7% | +$555K | 0.23% | 89 |
|
|
2024
Q3 | $7.3M | Sell |
30,766
-4,423
| -13% | -$1.01M | 0.22% | 92 |
|
|
2024
Q2 | $7.67M | Buy |
35,189
+3,224
| +10% | +$708K | 0.24% | 86 |
|
|
2024
Q1 | $7.31M | Buy |
31,965
+112
| +0.4% | +$24.1K | 0.27% | 79 |
|
|
2023
Q4 | $6.55M | Buy |
31,853
+1,196
| +4% | +$230K | 0.27% | 78 |
|
|
2023
Q3 | $5.64M | Sell |
30,657
-162
| -0.5% | -$32.3K | 0.28% | 79 |
|
|
2023
Q2 | $6.13M | Sell |
30,819
-2,359
| -7% | -$446K | 0.3% | 73 |
|
|
2023
Q1 | $6.1M | Sell |
33,178
-13,185
| -28% | -$2.56M | 0.32% | 61 |
|
|
2022
Q4 | $8.51M | Sell |
46,363
-4,064
| -8% | -$753K | 0.58% | 27 |
|
|
2022
Q3 | $9.47M | Sell |
50,427
-2,444
| -5% | -$461K | 0.72% | 21 |
|
|
2022
Q2 | $9.31M | Sell |
52,871
-1,196
| -2% | -$231K | 0.75% | 18 |
|
|
2022
Q1 | $9.99M | Buy |
+54,067
| New | +$11.4M | 0.79% | 18 |
|
|
2021
Q4 | – | Sell |
-41,365
| Closed | -$9.04M | – | 1723 |
|
|
2021
Q3 | $9.04M | Buy |
41,365
+1,950
| +5% | +$434K | 0.89% | 20 |
|
|
2021
Q2 | $8.88M | Buy |
39,415
+4,969
| +14% | +$1.1M | 0.91% | 21 |
|
|
2021
Q1 | $7.37M | Buy |
34,446
+5,699
| +20% | +$1.2M | 0.86% | 23 |
|
|
2020
Q4 | $5.6M | Buy |
28,747
+215
| +0.8% | +$37.9K | 0.7% | 27 |
|
|
2020
Q3 | $4.39M | Buy |
28,532
+4,692
| +20% | +$721K | 0.64% | 33 |
|
|
2020
Q2 | $3.47M | Buy |
23,840
+3,741
| +19% | +$502K | 0.55% | 38 |
|
|
2020
Q1 | $2.32M | Sell |
20,099
-806
| -4% | -$121K | 0.44% | 50 |
|
|
2019
Q4 | $3.46M | Buy |
20,905
+335
| +2% | +$53.4K | 0.53% | 38 |
|
|
2019
Q3 | $3.17M | Buy |
20,570
+141
| +0.7% | +$21.9K | 0.52% | 40 |
|
|
2019
Q2 | $3.2M | Buy |
20,429
+487
| +2% | +$75.3K | 0.61% | 30 |
|
|
2019
Q1 | $3.05M | Sell |
19,942
-128
| -0.6% | -$19K | 0.74% | 27 |
|
|
2018
Q4 | $2.65M | Sell |
20,070
-79
| -0.4% | -$11.5K | 0.68% | 32 |
|
|
2018
Q3 | $3.28M | Sell |
20,149
-562
| -3% | -$90.9K | 0.74% | 29 |
|
|
2018
Q2 | $3.22M | Buy |
20,711
+3,713
| +22% | +$568K | 0.82% | 25 |
|
|
2018
Q1 | $2.5M | Buy |
16,998
+1,078
| +7% | +$161K | 0.69% | 25 |
|
|
2017
Q4 | $2.35M | Buy |
15,920
+1,481
| +10% | +$214K | 0.65% | 22 |
|
|
2017
Q3 | $2.04M | Buy |
14,439
+3,373
| +30% | +$460K | 0.84% | 17 |
|
|
2017
Q2 | $1.5M | Buy |
11,066
+2,268
| +26% | +$304K | 0.71% | 19 |
|
|
2017
Q1 | $1.17M | Sell |
8,798
-7,369
| -46% | -$975K | 0.66% | 23 |
|
|
2016
Q4 | $2.08M | Buy |
+16,167
| New | +$2.01M | 1.4% | 10 |
|
Other funds holding VB
AF
Global Retirement Partners's VB Position: Q4 2025 in Review
Global Retirement Partners reduced its Vanguard Small-Cap ETF (VB) stake by 5% in Q4 2025, selling an estimated $433K and leaving 32,189 shares worth $8.3M. The position accounts for 0.15% of the portfolio, ranked #131.
Global Retirement Partners first reported a position in VB in Q4 2016 and has held it in 35 quarters since. The position peaked at $9.99M in Q1 2022. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.
- Global Retirement Partners held 32,189 shares of Vanguard Small-Cap ETF worth $8.3M as of Q4 2025.
- Global Retirement Partners sold 1,690 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $433K.
- Vanguard Small-Cap ETF made up 0.15% of Global Retirement Partners's portfolio in Q4 2025, its #131 holding.
- Global Retirement Partners first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Vanguard Small-Cap ETF position peaked at $9.99M in Q1 2022.
- 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.