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Grandview Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Grandview Asset Management’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 		$3.65M Sell
13,901
-614
-4% -$166K 1.07% 21
2025
Q4 		$3.74M Sell
14,515
-972
-6% -$249K 1.03% 21
2025
Q3 		$3.94M Sell
15,487
-256
-2% -$63.5K 1.11% 21
2025
Q2 		$3.73M Sell
15,743
-598
-4% -$133K 1.19% 21
2025
Q1 		$3.62M Buy
16,341
+934
+6% +$223K 1.38% 19
2024
Q4 		$3.7M Buy
+15,407
New +$3.79M 1.36% 15
2024
Q2 		– Sell
-6,534
Closed -$1.49M – 100
2024
Q1 		$1.49M Hold
6,534
– – 0.68% 36
2023
Q4 		$1.39M Sell
6,534
-695
-10% -$134K 0.73% 34
2023
Q3 		$1.37M Buy
+7,229
New +$1.44M 0.78% 32
2023
Q2 		– Sell
-7,575
Closed -$1.44M – 108
2023
Q1 		$1.44M Sell
7,575
-246
-3% -$47.7K 0.84% 31
2022
Q4 		$1.44M Sell
7,821
-620
-7% -$115K 0.89% 30
2022
Q3 		$1.44M Sell
8,441
-159
-2% -$30K 0.92% 30
2022
Q2 		$1.51M Sell
8,600
-479
-5% -$92.5K 0.85% 32
2022
Q1 		$1.93M Sell
9,079
-151
-2% -$31.8K 0.82% 34
2021
Q4 		$2.09M Buy
+9,230
New +$2.1M 0.84% 32
2021
Q2 		– Sell
-6,255
Closed -$1.34M – 447
2021
Q1 		$1.34M Buy
+6,255
New +$1.32M 0.71% 43
2019
Q4 		– Sell
-3,516
Closed -$532K – 98
2019
Q3 		$532K Buy
3,516
+1,257
+56% +$195K 0.48% 52
2019
Q2 		$354K Buy
+2,259
New +$349K 0.33% 77

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grandview Asset Management's VB Position: Q1 2026 in Review

Grandview Asset Management reduced its Vanguard Small-Cap ETF (VB) stake by 4.2% in Q1 2026, selling an estimated $166K and leaving 13,901 shares worth $3.65M. The position accounts for 1.07% of the portfolio, ranked #21.

Grandview Asset Management first reported a position in VB in Q2 2019 and has held it in 18 quarters since. The position peaked at $3.94M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Grandview Asset Management held 13,901 shares of Vanguard Small-Cap ETF worth $3.65M as of Q1 2026.
  • Grandview Asset Management sold 614 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $166K.
  • Vanguard Small-Cap ETF made up 1.07% of Grandview Asset Management's portfolio in Q1 2026, its #21 holding.
  • Grandview Asset Management first reported a position in Vanguard Small-Cap ETF in Q2 2019 and has held it in 18 quarters since.
  • Grandview Asset Management's Vanguard Small-Cap ETF position peaked at $3.94M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.