GK
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Graney & King’s Vanguard Small-Cap ETF VB Stock Holding History

Graney & King’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 		$1.22M Buy
4,651
+352
+8% +$95.3K 0.66% 20
2025
Q4 		$1.11M Buy
4,299
+82
+2% +$21K 0.65% 25
2025
Q3 		$1.07M Buy
4,217
+39
+0.9% +$9.67K 0.74% 25
2025
Q2 		$990K Buy
4,178
+1,237
+42% +$276K 0.66% 24
2025
Q1 		$652K Sell
2,941
-369
-11% -$88.1K 0.49% 30
2024
Q4 		$795K Buy
+3,310
New +$814K 0.6% 26

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

Graney & King's VB Position: Q1 2026 in Review

Graney & King increased its Vanguard Small-Cap ETF (VB) stake by 8.2% in Q1 2026, buying an estimated $95.3K and bringing the position to 4,651 shares worth $1.22M. The position accounts for 0.66% of the portfolio, ranked #20.

Graney & King first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Graney & King held 4,651 shares of Vanguard Small-Cap ETF worth $1.22M as of Q1 2026.
  • Graney & King bought 352 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $95.3K.
  • Vanguard Small-Cap ETF made up 0.66% of Graney & King's portfolio in Q1 2026, its #20 holding.
  • Graney & King first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.