Jaffetilchin Investment Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Jaffetilchin Investment 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	$260K	Buy	991 +2	+0.2%	+$541	0.02%	398
2025 Q4	$255K	Buy	989 +53	+6%	+$13.6K	0.01%	395
2025 Q3	$238K	Sell	936 -9	-1%	-$2.23K	0.01%	399
2025 Q2	$224K	Sell	945 -44	-4%	-$9.82K	0.01%	392
2025 Q1	$219K	Buy	989 +28	+3%	+$6.69K	0.02%	379
2024 Q4	$231K	Buy	961 +1	+0.1%	+$246	0.02%	354
2024 Q3	$228K	Buy	960 +5	+0.5%	+$1.14K	0.02%	336
2024 Q2	$208K	Buy	+955	New	+$210K	0.02%	331

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

Jaffetilchin Investment Partners's VB Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Vanguard Small-Cap ETF (VB) stake by 0.2% in Q1 2026, buying an estimated $541 and bringing the position to 991 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #398.

Jaffetilchin Investment Partners first reported a position in VB in Q2 2024 and has held it in 8 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Jaffetilchin Investment Partners held 991 shares of Vanguard Small-Cap ETF worth $260K as of Q1 2026.
Jaffetilchin Investment Partners bought 2 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $541.
Vanguard Small-Cap ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #398 holding.
Jaffetilchin Investment Partners first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.