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

Heirloom 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	$213K	Buy	+812	New	+$220K	0.04%	85

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

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

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

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

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

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

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

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

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

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

Heirloom Wealth Management opened a new position in Vanguard Small-Cap ETF (VB) in Q1 2026: 812 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings.

2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Heirloom Wealth Management held 812 shares of Vanguard Small-Cap ETF worth $213K as of Q1 2026.
Vanguard Small-Cap ETF was a new Heirloom Wealth Management position in Q1 2026.
Vanguard Small-Cap ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q1 2026, its #85 holding.
2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.