Greenwood Capital Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Greenwood Capital Associates’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
2025 Q2	–	Sell	-1,103	Closed	-$245K	–	263
2025 Q1	$245K	Sell	1,103 -2,308	-68%	-$551K	0.03%	223
2024 Q4	$820K	Sell	3,411 -1,110	-25%	-$273K	0.11%	151
2024 Q3	$1.07M	Sell	4,521 -233	-5%	-$52.9K	0.14%	126
2024 Q2	$1.04M	Sell	4,754 -111	-2%	-$24.4K	0.14%	138
2024 Q1	$1.11M	Buy	4,865 +2,495	+105%	+$537K	0.15%	125
2023 Q4	$506K	Buy	+2,370	New	+$457K	0.07%	190
2021 Q1	–	Sell	-12,785	Closed	-$2.49M	–	234
2020 Q4	$2.49M	Sell	12,785 -6,683	-34%	-$1.18M	0.42%	64
2020 Q3	$2.99M	Sell	19,468 -2,534	-12%	-$389K	0.58%	57
2020 Q2	$3.21M	Buy	+22,002	New	+$2.95M	0.73%	53

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Greenwood Capital Associates's VB Position: Q2 2025 in Review

Greenwood Capital Associates sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 1,103 shares — an estimated $245K sold.

Greenwood Capital Associates first reported a position in VB in Q2 2020 and held it in 9 quarters. The position peaked at $3.21M in Q2 2020. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Greenwood Capital Associates reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Greenwood Capital Associates sold 1,103 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $245K.
Greenwood Capital Associates first reported a position in Vanguard Small-Cap ETF in Q2 2020 and held it in 9 quarters.
Greenwood Capital Associates's Vanguard Small-Cap ETF position peaked at $3.21M in Q2 2020.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Greenwood Capital Associates's 13F filing for Q2 2025, filed 21 Jul 2025.