High Net Worth Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

High Net Worth Advisory Group’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	$1.62M	Sell	6,184 -127	-2%	-$34.4K	0.38%	62
2025 Q4	$1.63M	Buy	6,311 +561	+10%	+$144K	0.38%	63
2025 Q3	$1.46M	Buy	5,750 +1,763	+44%	+$437K	0.35%	64
2025 Q2	$945K	Sell	3,987 -2,004	-33%	-$447K	0.25%	86
2025 Q1	$1.33M	Buy	5,991 +1,888	+46%	+$451K	0.38%	65
2024 Q4	$987K	Buy	4,103 +617	+18%	+$152K	0.28%	82
2024 Q3	$827K	Buy	3,486 +2,277	+188%	+$517K	0.23%	96
2024 Q2	$264K	Buy	1,209 +280	+30%	+$61.5K	0.08%	175
2024 Q1	$213K	Buy	+929	New	+$200K	0.07%	202
2023 Q1	–	Sell	-45	Closed	-$8.26K	–	554
2022 Q4	$8.26K	Hold	45	–	–	﹤0.01%	517
2022 Q3	$8K	Hold	45	–	–	﹤0.01%	564
2022 Q2	$8K	Hold	45	–	–	﹤0.01%	550
2022 Q1	$10K	Hold	45	–	–	﹤0.01%	533
2021 Q4	$10K	Buy	+45	New	+$10.2K	﹤0.01%	545

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

High Net Worth Advisory Group's VB Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Small-Cap ETF (VB) stake by 2% in Q1 2026, selling an estimated $34.4K and leaving 6,184 shares worth $1.62M. The position accounts for 0.38% of the portfolio, ranked #62.

High Net Worth Advisory Group first reported a position in VB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

High Net Worth Advisory Group held 6,184 shares of Vanguard Small-Cap ETF worth $1.62M as of Q1 2026.
High Net Worth Advisory Group sold 127 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $34.4K.
Vanguard Small-Cap ETF made up 0.38% of High Net Worth Advisory Group's portfolio in Q1 2026, its #62 holding.
High Net Worth Advisory Group first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
High Net Worth Advisory Group's Vanguard Small-Cap ETF position peaked at $1.63M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.