James Reed Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

James Reed Financial Services’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 Q2	–	Sell	-20,844	Closed	-$4.62M	–	19
2025 Q1	$4.62M	Sell	20,844 -229	-1%	-$54.7K	5.15%	5
2024 Q4	$5.06M	Buy	+21,073	New	+$5.19M	5.28%	5
2022 Q3	$3.35M	Sell	19,596 -364	-2%	-$68.7K	5.01%	5
2022 Q2	$3.52M	Sell	19,960 -80	-0.4%	-$15.4K	4.87%	5
2022 Q1	$4.26M	Sell	20,040 -542	-3%	-$114K	4.86%	5
2021 Q4	$4.65M	Buy	+20,582	New	+$4.68M	4.42%	6

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

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

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

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

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

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

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

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

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

James Reed Financial Services's VB Position: Q2 2025 in Review

James Reed Financial Services sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 20,844 shares — an estimated $4.62M sold.

James Reed Financial Services first reported a position in VB in Q4 2021 and held it in 6 quarters. The position peaked at $5.06M in Q4 2024. 2,165 funds tracked by Wall St. Rank hold VB as of Q2 2025.

James Reed Financial Services reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
James Reed Financial Services sold 20,844 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $4.62M.
James Reed Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2021 and held it in 6 quarters.
James Reed Financial Services's Vanguard Small-Cap ETF position peaked at $5.06M in Q4 2024.
2,165 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on James Reed Financial Services's 13F filing for Q2 2025, filed 22 Jul 2025.