Golden Bell Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Golden Bell Financial Planning’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	$431K	Sell	1,646 -26	-2%	-$7.04K	0.34%	28
2025 Q4	$431K	Sell	1,672 -63	-4%	-$16.1K	0.36%	28
2025 Q3	$441K	Buy	1,735 +86	+5%	+$21.3K	0.38%	25
2025 Q2	$391K	Sell	1,649 -155	-9%	-$34.6K	0.37%	26
2025 Q1	$400K	Sell	1,804 -50	-3%	-$11.9K	0.39%	24
2024 Q4	$445K	Buy	+1,854	New	+$456K	0.45%	23

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

Golden Bell Financial Planning's VB Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Vanguard Small-Cap ETF (VB) stake by 1.6% in Q1 2026, selling an estimated $7.04K and leaving 1,646 shares worth $431K. The position accounts for 0.34% of the portfolio, ranked #28.

Golden Bell Financial Planning first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $445K in Q4 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Golden Bell Financial Planning held 1,646 shares of Vanguard Small-Cap ETF worth $431K as of Q1 2026.
Golden Bell Financial Planning sold 26 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $7.04K.
Vanguard Small-Cap ETF made up 0.34% of Golden Bell Financial Planning's portfolio in Q1 2026, its #28 holding.
Golden Bell Financial Planning first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Vanguard Small-Cap ETF position peaked at $445K in Q4 2024.
2,388 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.