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GSB Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

GSB Wealth 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 		$340K Buy
1,299
+5
+0.4% +$1.35K 0.08% 170
2025
Q4 		$334K Buy
1,294
+1
+0.1% +$256 0.08% 173
2025
Q3 		$329K Buy
1,293
+42
+3% +$10.4K 0.07% 173
2025
Q2 		$296K Buy
1,251
+13
+1% +$2.9K 0.07% 183
2025
Q1 		$274K Buy
1,238
+73
+6% +$17.4K 0.07% 177
2024
Q4 		$280K Buy
1,165
+1
+0.1% +$246 0.07% 183
2024
Q3 		$276K Sell
1,164
-177
-13% -$40.2K 0.07% 188
2024
Q2 		$292K Sell
1,341
-2
-0.1% -$439 0.08% 178
2024
Q1 		$307K Buy
1,343
+117
+10% +$25.2K 0.09% 175
2023
Q4 		$261K Buy
1,226
+1
+0.1% +$193 0.08% 181
2023
Q3 		$232K Buy
1,225
+1
+0.1% +$199 0.08% 187
2023
Q2 		$244K Sell
1,224
-48
-4% -$9.07K 0.08% 184
2023
Q1 		$241K Sell
1,272
-10
-0.8% -$1.94K 0.08% 186
2022
Q4 		$235K Sell
1,282
-50
-4% -$9.27K 0.08% 180
2022
Q3 		$228K Buy
1,332
+1
+0.1% +$189 0.08% 186
2022
Q2 		$234K Hold
1,331
– – 0.08% 193
2022
Q1 		$283K Buy
1,331
+1
+0.1% +$211 0.08% 192
2021
Q4 		$301K Buy
+1,330
New +$302K 0.09% 187
2021
Q3 		– Sell
-1,714
Closed -$386K – 217
2021
Q2 		$386K Buy
1,714
+10
+0.6% +$2.22K 0.12% 173
2021
Q1 		$365K Buy
+1,704
New +$359K 0.12% 165

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

GSB Wealth Management's VB Position: Q1 2026 in Review

GSB Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.39% in Q1 2026, buying an estimated $1.35K and bringing the position to 1,299 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #170.

GSB Wealth Management first reported a position in VB in Q1 2021 and has held it in 20 quarters since. The position peaked at $386K in Q2 2021. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • GSB Wealth Management held 1,299 shares of Vanguard Small-Cap ETF worth $340K as of Q1 2026.
  • GSB Wealth Management bought 5 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.35K.
  • Vanguard Small-Cap ETF made up 0.08% of GSB Wealth Management's portfolio in Q1 2026, its #170 holding.
  • GSB Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • GSB Wealth Management's Vanguard Small-Cap ETF position peaked at $386K in Q2 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.