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Greykasell Wealth Strategies’s Vanguard Small-Cap ETF VB Stock Holding History

Greykasell Wealth Strategies’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 		$38.1K Sell
146
-4
-3% -$1.08K 0.02% 267
2025
Q4 		$38.6K Buy
+150
New +$38.4K 0.02% 258
2025
Q2 		– Sell
-148
Closed -$32.8K – 352
2025
Q1 		$32.8K Buy
+148
New +$35.3K 0.02% 199

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

Greykasell Wealth Strategies's VB Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Vanguard Small-Cap ETF (VB) stake by 2.7% in Q1 2026, selling an estimated $1.08K and leaving 146 shares worth $38.1K. The position accounts for 0.02% of the portfolio, ranked #267.

Greykasell Wealth Strategies first reported a position in VB in Q1 2025 and has held it in 3 quarters since. The position peaked at $38.6K in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Greykasell Wealth Strategies held 146 shares of Vanguard Small-Cap ETF worth $38.1K as of Q1 2026.
  • Greykasell Wealth Strategies sold 4 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.08K.
  • Vanguard Small-Cap ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #267 holding.
  • Greykasell Wealth Strategies first reported a position in Vanguard Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's Vanguard Small-Cap ETF position peaked at $38.6K in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.