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Jeppson Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Jeppson Wealth 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
2026
Q1 		$1.66M Hold
6,343
– – 0.52% 50
2025
Q4 		$1.64M Buy
6,343
+48
+0.8% +$12.3K 0.52% 49
2025
Q3 		$1.6M Sell
6,295
-20
-0.3% -$4.96K 0.51% 51
2025
Q2 		$1.5M Buy
6,315
+482
+8% +$108K 0.52% 49
2025
Q1 		$1.29M Buy
5,833
+471
+9% +$112K 0.47% 54
2024
Q4 		$1.29M Sell
5,362
-2
-0% -$492 0.47% 56
2024
Q3 		$1.27M Hold
5,364
– – 0.46% 60
2024
Q2 		$1.17M Sell
5,364
-43
-0.8% -$9.44K 0.45% 60
2024
Q1 		$1.24M Sell
5,407
-2
-0% -$430 0.48% 59
2023
Q4 		$1.15M Buy
5,409
+1,124
+26% +$217K 0.48% 60
2023
Q3 		$810K Sell
4,285
-17
-0.4% -$3.39K 0.37% 72
2023
Q2 		$856K Sell
4,302
-254
-6% -$48K 0.37% 71
2023
Q1 		$864K Buy
4,556
+94
+2% +$18.2K 0.38% 67
2022
Q4 		$819K Buy
4,462
+764
+21% +$142K 0.34% 68
2022
Q3 		$632K Buy
3,698
+1,497
+68% +$283K 0.29% 82
2022
Q2 		$388K Sell
2,201
-665
-23% -$128K 0.17% 115
2022
Q1 		$609K Buy
2,866
+1,614
+129% +$340K 0.28% 81
2021
Q4 		$283K Sell
1,252
-70
-5% -$15.9K 0.14% 127
2021
Q3 		$289K Hold
1,322
– – 0.15% 117
2021
Q2 		$297K Sell
1,322
-25
-2% -$5.54K 0.16% 113
2021
Q1 		$288K Sell
1,347
-25
-2% -$5.27K 0.17% 108
2020
Q4 		$267K Hold
1,372
– – 0.18% 109
2020
Q3 		$211K Buy
+1,372
New +$211K 0.17% 110

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
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

Jeppson Wealth Management's VB Position: Q1 2026 in Review

Jeppson Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 6,343 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #50.

Jeppson Wealth Management first reported a position in VB in Q3 2020 and has held it in 23 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Jeppson Wealth Management held 6,343 shares of Vanguard Small-Cap ETF worth $1.66M as of Q1 2026.
  • Jeppson Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.52% of Jeppson Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.