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Journey Strategic Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Journey Strategic Wealth’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 		$431K Sell
1,647
-76
-4% -$20.6K 0.01% 390
2025
Q4 		$445K Sell
1,723
-70
-4% -$17.9K 0.01% 338
2025
Q3 		$456K Buy
1,793
+196
+12% +$48.6K 0.01% 323
2025
Q2 		$378K Sell
1,597
-354
-18% -$79K 0.01% 360
2025
Q1 		$433K Buy
1,951
+211
+12% +$50.4K 0.02% 256
2024
Q4 		$418K Sell
1,740
-18
-1% -$4.43K 0.02% 257
2024
Q3 		$417K Buy
1,758
+235
+15% +$53.4K 0.02% 256
2024
Q2 		$332K Buy
1,523
+35
+2% +$7.69K 0.01% 225
2024
Q1 		$340K Sell
1,488
-97
-6% -$20.9K 0.02% 168
2023
Q4 		$338K Sell
1,585
-879
-36% -$169K 0.02% 124
2023
Q3 		$466K Sell
2,464
-35
-1% -$6.97K 0.02% 86
2023
Q2 		$497K Sell
2,499
-409
-14% -$77.3K 0.02% 90
2023
Q1 		$551K Buy
2,908
+1
+0% +$194 0.06% 95
2022
Q4 		$534K Buy
+2,907
New +$539K 0.06% 93

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

Journey Strategic Wealth's VB Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 4.4% in Q1 2026, selling an estimated $20.6K and leaving 1,647 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #390.

Journey Strategic Wealth first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $551K in Q1 2023. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Journey Strategic Wealth held 1,647 shares of Vanguard Small-Cap ETF worth $431K as of Q1 2026.
  • Journey Strategic Wealth sold 76 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $20.6K.
  • Vanguard Small-Cap ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #390 holding.
  • Journey Strategic Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Journey Strategic Wealth's Vanguard Small-Cap ETF position peaked at $551K in Q1 2023.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.