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JNBA Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

JNBA Financial Advisors’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 		$7.75M Sell
29,595
-1,226
-4% -$332K 0.65% 29
2025
Q4 		$7.95M Buy
30,821
+140
+0.5% +$35.9K 0.69% 28
2025
Q3 		$7.8M Sell
30,681
-536
-2% -$133K 0.71% 28
2025
Q2 		$7.4M Buy
31,217
+22,337
+252% +$4.98M 0.71% 29
2025
Q1 		$1.97M Buy
8,880
+1,025
+13% +$245K 0.2% 58
2024
Q4 		$1.89M Sell
7,855
-102
-1% -$25.1K 0.19% 63
2024
Q3 		$1.89M Sell
7,957
-743
-9% -$169K 0.19% 58
2024
Q2 		$1.9M Sell
8,700
-185
-2% -$40.6K 0.2% 66
2024
Q1 		$2.03M Sell
8,885
-585
-6% -$126K 0.21% 64
2023
Q4 		$2.02M Sell
9,470
-89
-0.9% -$17.1K 0.23% 67
2023
Q3 		$1.81M Sell
9,559
-112
-1% -$22.3K 0.23% 66
2023
Q2 		$1.92M Sell
9,671
-77
-0.8% -$14.6K 0.23% 66
2023
Q1 		$1.85M Sell
9,748
-112
-1% -$21.7K 0.24% 65
2022
Q4 		$1.81M Sell
9,860
-237
-2% -$43.9K 0.25% 65
2022
Q3 		$1.73M Sell
10,097
-31
-0.3% -$5.85K 0.27% 62
2022
Q2 		$1.78M Sell
10,128
-110
-1% -$21.2K 0.27% 58
2022
Q1 		$2.18M Sell
10,238
-2,840
-22% -$598K 0.29% 58
2021
Q4 		$2.96M Sell
13,078
-270
-2% -$61.4K 0.36% 52
2021
Q3 		$2.92M Sell
13,348
-1,043
-7% -$232K 0.39% 50
2021
Q2 		$3.24M Sell
14,391
-87
-0.6% -$19.3K 0.44% 48
2021
Q1 		$3.1M Sell
14,478
-333
-2% -$70.2K 0.45% 47
2020
Q4 		$2.88M Sell
14,811
-797
-5% -$141K 0.47% 47
2020
Q3 		$2.4M Sell
15,608
-384
-2% -$59K 0.48% 47
2020
Q2 		$2.33M Sell
15,992
-755
-5% -$101K 0.5% 45
2020
Q1 		$1.93M Sell
16,747
-1,763
-10% -$265K 0.46% 43
2019
Q4 		$3.07M Sell
18,510
-1,340
-7% -$213K 0.58% 39
2019
Q3 		$3.06M Sell
19,850
-844
-4% -$131K 0.62% 36
2019
Q2 		$3.24M Sell
20,694
-924
-4% -$143K 0.66% 32
2019
Q1 		$3.3M Sell
21,618
-5,601
-21% -$833K 0.71% 30
2018
Q4 		$3.59M Buy
27,219
+26,559
+4,024% +$3.87M 0.81% 24
2018
Q3 		$107K Sell
660
-29,677
-98% -$4.8M 0.05% 176
2018
Q2 		$4.72M Sell
30,337
-1,190
-4% -$182K 1% 20
2018
Q1 		$4.63M Sell
31,527
-4,904
-13% -$732K 0.99% 18
2017
Q4 		$5.38M Sell
36,431
-4,720
-11% -$683K 1.13% 17
2017
Q3 		$5.82M Sell
41,151
-25,071
-38% -$3.42M 1.3% 17
2017
Q2 		$8.98M Buy
66,222
+1,708
+3% +$229K 2.04% 11
2017
Q1 		$8.6M Sell
64,514
-5,236
-8% -$693K 2.03% 11
2016
Q4 		$8.99M Buy
69,750
+68,511
+5,530% +$8.5M 2.19% 11
2016
Q3 		$151K Sell
1,239
-45,767
-97% -$5.54M 0.02% 279
2016
Q2 		$5.44M Buy
47,006
+36,611
+352% +$4.16M 1.52% 17
2016
Q1 		$1.16M Buy
10,395
+2,056
+25% +$213K 0.42% 32
2015
Q4 		$923K Buy
8,339
+7,801
+1,450% +$884K 0.35% 34
2015
Q3 		$58K Buy
538
+4
+0.7% +$468 0.02% 170
2015
Q2 		$65K Hold
534
– – 0.02% 159
2015
Q1 		$66K Hold
534
– – 0.03% 160
2014
Q4 		$62K Sell
534
-36
-6% -$4.1K 0.03% 169
2014
Q3 		$63K Hold
570
– – 0.03% 172
2014
Q2 		$67K Hold
570
– – 0.03% 161
2014
Q1 		$64K Sell
570
-317
-36% -$35.1K 0.03% 154
2013
Q4 		$98K Sell
887
-158
-15% -$16.8K 0.05% 119
2013
Q3 		$107K Hold
1,045
– – 0.07% 110
2013
Q2 		$98K Buy
+1,045
New +$96.7K 0.07% 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

JNBA Financial Advisors's VB Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 4% in Q1 2026, selling an estimated $332K and leaving 29,595 shares worth $7.75M. The position accounts for 0.65% of the portfolio, ranked #29.

JNBA Financial Advisors first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.99M in Q4 2016. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • JNBA Financial Advisors held 29,595 shares of Vanguard Small-Cap ETF worth $7.75M as of Q1 2026.
  • JNBA Financial Advisors sold 1,226 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $332K.
  • Vanguard Small-Cap ETF made up 0.65% of JNBA Financial Advisors's portfolio in Q1 2026, its #29 holding.
  • JNBA Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's Vanguard Small-Cap ETF position peaked at $8.99M in Q4 2016.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.