Global Strategic Investment Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Global Strategic Investment Solutions’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	$1.37M	Buy	5,241 +10	+0.2%	+$2.71K	0.13%	67
2025 Q4	$1.35M	Sell	5,231 -71	-1%	-$18.2K	0.13%	71
2025 Q3	$1.35M	Sell	5,302 -66	-1%	-$16.4K	0.13%	71
2025 Q2	$1.27M	Sell	5,368 -74	-1%	-$16.5K	0.14%	71
2025 Q1	$1.21M	Sell	5,442 -584	-10%	-$139K	0.14%	67
2024 Q4	$1.45M	Sell	6,026 -160	-3%	-$39.4K	0.17%	63
2024 Q3	$1.47M	Sell	6,186 -67	-1%	-$15.2K	0.17%	59
2024 Q2	$1.36M	Sell	6,253 -950	-13%	-$209K	0.16%	62
2024 Q1	$1.65M	Sell	7,203 -4,136	-36%	-$890K	0.19%	57
2023 Q4	$2.42M	Sell	11,339 -1,605	-12%	-$309K	0.3%	47
2023 Q3	$2.45M	Sell	12,944 -1,384	-10%	-$276K	0.32%	50
2023 Q2	$2.85M	Sell	14,328 -691	-5%	-$131K	0.36%	46
2023 Q1	$2.85M	Sell	15,019 -4,773	-24%	-$926K	0.41%	42
2022 Q4	$3.63M	Sell	19,792 -15,825	-44%	-$2.93M	0.24%	38
2022 Q3	$6.09M	Buy	35,617 +3,678	+12%	+$694K	0.29%	33
2022 Q2	$5.63M	Sell	31,939 -1,723	-5%	-$333K	0.4%	35
2022 Q1	$7.15M	Sell	33,662 -2,787	-8%	-$587K	0.45%	31
2021 Q4	$8.24M	Buy	36,449 +8,544	+31%	+$1.94M	1.32%	20
2021 Q3	$6.1M	Sell	27,905 -447	-2%	-$99.4K	1.03%	23
2021 Q2	$6.39M	Sell	28,352 -563	-2%	-$125K	1.07%	22
2021 Q1	$6.19M	Buy	28,915 +2,882	+11%	+$607K	1.13%	24
2020 Q4	$5.07M	Sell	26,033 -5,013	-16%	-$884K	1.14%	22
2020 Q3	$4.78M	Buy	31,046 +1,143	+4%	+$176K	1.21%	23
2020 Q2	$4.36M	Buy	29,903 +1,591	+6%	+$214K	1.22%	23
2020 Q1	$3.27M	Sell	28,312 -7,797	-22%	-$1.17M	1.22%	22
2019 Q4	$5.98M	Buy	36,109 +6,808	+23%	+$1.08M	2.15%	13
2019 Q3	$4.51M	Buy	29,301 +8,691	+42%	+$1.35M	1.76%	16
2019 Q2	$3.23M	Buy	20,610 +1,630	+9%	+$252K	1.63%	17
2019 Q1	$2.9M	Buy	18,980 +6,092	+47%	+$906K	1.58%	17
2018 Q4	$1.7M	Buy	+12,888	New	+$1.88M	1.45%	17

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

Global Strategic Investment Solutions's VB Position: Q1 2026 in Review

Global Strategic Investment Solutions increased its Vanguard Small-Cap ETF (VB) stake by 0.19% in Q1 2026, buying an estimated $2.71K and bringing the position to 5,241 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #67.

Global Strategic Investment Solutions first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.24M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Global Strategic Investment Solutions held 5,241 shares of Vanguard Small-Cap ETF worth $1.37M as of Q1 2026.
Global Strategic Investment Solutions bought 10 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.71K.
Vanguard Small-Cap ETF made up 0.13% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #67 holding.
Global Strategic Investment Solutions first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Global Strategic Investment Solutions's Vanguard Small-Cap ETF position peaked at $8.24M in Q4 2021.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.