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Hoxton Planning & Management’s Vanguard Small-Cap ETF VB Stock Holding History

Hoxton Planning & 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
2025
Q1 		– Sell
-1,478
Closed -$355K – 214
2024
Q4 		$355K Buy
+1,478
New +$364K 0.14% 135

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hoxton Planning & Management's VB Position: Q1 2025 in Review

Hoxton Planning & Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 1,478 shares — an estimated $355K sold.

Hoxton Planning & Management first reported a position in VB in Q4 2024 and held it in 1 quarter. The position peaked at $355K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Hoxton Planning & Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,478 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $355K.
  • Hoxton Planning & Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Hoxton Planning & Management's Vanguard Small-Cap ETF position peaked at $355K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Hoxton Planning & Management's 13F filing for Q1 2025, filed 8 May 2025.