Jim Saulnier & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Jim Saulnier & Associates’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	$547K	Buy	2,090 +519	+33%	+$140K	0.27%	77
2025 Q4	$405K	Buy	1,571 +11	+0.7%	+$2.82K	0.21%	93
2025 Q3	$397K	Buy	1,560 +6	+0.4%	+$1.49K	0.22%	89
2025 Q2	$368K	Buy	1,554 +2	+0.1%	+$446	0.25%	76
2025 Q1	$344K	Buy	1,552 +9	+0.6%	+$2.15K	0.27%	71
2024 Q4	$371K	Buy	1,543 +36	+2%	+$8.86K	0.32%	57
2024 Q3	$357K	Buy	+1,507	New	+$342K	0.35%	55

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

Jim Saulnier & Associates's VB Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Small-Cap ETF (VB) stake by 33% in Q1 2026, buying an estimated $140K and bringing the position to 2,090 shares worth $547K. The position accounts for 0.27% of the portfolio, ranked #77.

Jim Saulnier & Associates first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Jim Saulnier & Associates held 2,090 shares of Vanguard Small-Cap ETF worth $547K as of Q1 2026.
Jim Saulnier & Associates bought 519 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $140K.
Vanguard Small-Cap ETF made up 0.27% of Jim Saulnier & Associates's portfolio in Q1 2026, its #77 holding.
Jim Saulnier & Associates first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.