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

Keebeck 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 		$642K Sell
2,449
-57
-2% -$15.4K 0.07% 197
2025
Q4 		$647K Buy
2,506
+1,139
+83% +$292K 0.07% 187
2025
Q3 		$349K Buy
1,367
+4
+0.3% +$992 0.04% 279
2025
Q2 		$324K Sell
1,363
-1
-0.1% -$223 0.04% 275
2025
Q1 		$302K Buy
1,364
+7
+0.5% +$1.67K 0.04% 214
2024
Q4 		$326K Buy
+1,357
New +$334K 0.05% 204

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

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

Keebeck Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 2.3% in Q1 2026, selling an estimated $15.4K and leaving 2,449 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #197.

Keebeck Wealth Management first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $647K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Keebeck Wealth Management held 2,449 shares of Vanguard Small-Cap ETF worth $642K as of Q1 2026.
  • Keebeck Wealth Management sold 57 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $15.4K.
  • Vanguard Small-Cap ETF made up 0.07% of Keebeck Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Keebeck Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Keebeck Wealth Management's Vanguard Small-Cap ETF position peaked at $647K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

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