Goodman Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Goodman Advisory Group’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	–	Sell	-8	Closed	-$2.06K	–	209
2025 Q4	$2.06K	Sell	8 -20	-71%	-$5.12K	﹤0.01%	174
2025 Q3	$7.12K	Buy	+28	New	+$6.94K	﹤0.01%	148
2024 Q4	–	Sell	-173	Closed	-$41K	–	174
2024 Q3	$41K	Hold	173	–	–	0.01%	120
2024 Q2	$37.7K	Hold	173	–	–	0.01%	118
2024 Q1	$39.5K	Hold	173	–	–	0.01%	103
2023 Q4	$36.9K	Hold	173	–	–	0.01%	98
2023 Q3	$32.7K	Hold	173	–	–	0.01%	101
2023 Q2	$34.4K	Hold	173	–	–	0.01%	92
2023 Q1	$32.8K	Hold	173	–	–	0.02%	88
2022 Q4	$32K	Hold	173	–	–	0.02%	85
2022 Q3	$30K	Hold	173	–	–	0.02%	87
2022 Q2	$30K	Buy	+173	New	+$33.4K	0.01%	89

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

Goodman Advisory Group's VB Position: Q1 2026 in Review

Goodman Advisory Group sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 8 shares — an estimated $2.06K sold.

Goodman Advisory Group first reported a position in VB in Q2 2022 and held it in 12 quarters. The position peaked at $41K in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Goodman Advisory Group reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Goodman Advisory Group sold 8 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.06K.
Goodman Advisory Group first reported a position in Vanguard Small-Cap ETF in Q2 2022 and held it in 12 quarters.
Goodman Advisory Group's Vanguard Small-Cap ETF position peaked at $41K in Q3 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.