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Interchange Capital Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Interchange Capital Partners’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 		$400K Buy
1,777
+198
+13% +$53.6K 0.13% 170
2025
Q4 		$407K Sell
1,579
-59
-4% -$15.1K 0.08% 232
2025
Q3 		$417K Hold
1,638
– – 0.08% 211
2025
Q2 		$388K Buy
1,638
+1
+0.1% +$223 0.09% 182
2025
Q1 		$363K Hold
1,637
– – 0.1% 178
2024
Q4 		$393K Sell
1,637
-108
-6% -$26.6K 0.14% 156
2024
Q3 		$414K Sell
1,745
-15
-0.9% -$3.41K 0.15% 164
2024
Q2 		$384K Buy
1,760
+867
+97% +$190K 0.14% 161
2024
Q1 		$217K Buy
+893
New +$192K 0.15% 149
2023
Q2 		– Sell
-1,555
Closed -$295K – 221
2023
Q1 		$295K Buy
+1,555
New +$302K 0.16% 146
2022
Q2 		– Sell
-942
Closed -$200K – 173
2022
Q1 		$200K Buy
942
+5
+0.5% +$1.05K 0.21% 152
2021
Q4 		$211K Sell
937
-158
-14% -$35.9K 0.21% 143
2021
Q3 		$239K Hold
1,095
– – 0.4% 84
2021
Q2 		$246K Sell
1,095
-993
-48% -$220K 0.38% 83
2021
Q1 		$446K Sell
2,088
-100
-5% -$21.1K 0.24% 131
2020
Q4 		$425K Buy
+2,188
New +$386K 0.23% 116

Other funds holding VB

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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

Interchange Capital Partners's VB Position: Q1 2026 in Review

Interchange Capital Partners increased its Vanguard Small-Cap ETF (VB) stake by 13% in Q1 2026, buying an estimated $53.6K and bringing the position to 1,777 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #170.

Interchange Capital Partners first reported a position in VB in Q4 2020 and has held it in 16 quarters since. The position peaked at $446K in Q1 2021. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Interchange Capital Partners held 1,777 shares of Vanguard Small-Cap ETF worth $400K as of Q1 2026.
  • Interchange Capital Partners bought 198 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $53.6K.
  • Vanguard Small-Cap ETF made up 0.13% of Interchange Capital Partners's portfolio in Q1 2026, its #170 holding.
  • Interchange Capital Partners first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Interchange Capital Partners's Vanguard Small-Cap ETF position peaked at $446K in Q1 2021.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.