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Keel Point’s Vanguard Small-Cap ETF VB Stock Holding History

Keel Point’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 		$1.54M Buy
5,874
+154
+3% +$41.7K 0.1% 122
2025
Q4 		$1.48M Sell
5,720
-119
-2% -$30.5K 0.09% 136
2025
Q3 		$1.48M Sell
5,839
-479
-8% -$119K 0.09% 140
2025
Q2 		$1.5M Buy
6,318
+481
+8% +$107K 0.1% 140
2025
Q1 		$1.29M Sell
5,837
-98
-2% -$23.4K 0.1% 127
2024
Q4 		$1.43M Buy
5,935
+407
+7% +$100K 0.11% 120
2024
Q3 		$1.31M Sell
5,528
-920
-14% -$209K 0.11% 130
2024
Q2 		$1.43M Buy
6,448
+679
+12% +$149K 0.13% 115
2024
Q1 		$1.32M Sell
5,769
-83
-1% -$17.9K 0.14% 111
2023
Q4 		$1.25M Buy
5,852
+57
+1% +$11K 0.15% 101
2023
Q3 		$1.1M Buy
5,795
+7
+0.1% +$1.4K 0.15% 98
2023
Q2 		$1.15M Sell
5,788
-209
-3% -$39.5K 0.15% 100
2023
Q1 		$1.14M Buy
5,997
+61
+1% +$11.8K 0.16% 103
2022
Q4 		$1.09M Buy
5,936
+805
+16% +$149K 0.17% 101
2022
Q3 		$877K Sell
5,131
-45
-0.9% -$8.5K 0.15% 101
2022
Q2 		$1.04M Sell
5,176
-2,542
-33% -$491K 0.16% 95
2022
Q1 		$1.64M Sell
7,718
-987
-11% -$208K 0.25% 74
2021
Q4 		$1.97M Sell
8,705
-4,919
-36% -$1.12M 0.22% 73
2021
Q3 		$2.98M Sell
13,624
-1,013
-7% -$225K 0.39% 62
2021
Q2 		$3.3M Sell
14,637
-1,330
-8% -$295K 0.37% 58
2021
Q1 		$3.42M Sell
15,967
-2,261
-12% -$476K 0.33% 46
2020
Q4 		$3.55M Sell
18,228
-12,613
-41% -$2.23M 0.32% 49
2020
Q3 		$4.74M Sell
30,841
-7,260
-19% -$1.12M 0.43% 32
2020
Q2 		$5.55M Sell
38,101
-32,982
-46% -$4.43M 0.57% 28
2020
Q1 		$8.21M Sell
71,083
-34,658
-33% -$5.21M 1.06% 19
2019
Q4 		$17.5M Sell
105,741
-671
-0.6% -$107K 1.9% 12
2019
Q3 		$16.4M Sell
106,412
-53,446
-33% -$8.29M 2% 11
2019
Q2 		$25M Sell
159,858
-2,923
-2% -$452K 2.86% 5
2019
Q1 		$24.9M Sell
162,781
-8,693
-5% -$1.29M 2.87% 5
2018
Q4 		$22.6M Buy
171,474
+43,062
+34% +$6.27M 3.06% 4
2018
Q3 		$20.9M Buy
128,412
+22,000
+21% +$3.56M 2.59% 9
2018
Q2 		$16.6M Buy
106,412
+310
+0.3% +$47.4K 2.2% 11
2018
Q1 		$15.6M Sell
106,102
-5,966
-5% -$891K 2.13% 12
2017
Q4 		$16.6M Buy
112,068
+29
+0% +$4.2K 2.29% 11
2017
Q3 		$15.8M Sell
112,039
-73,369
-40% -$10M 2.41% 11
2017
Q2 		$25.1M Buy
185,408
+7,768
+4% +$1.04M 5.05% 5
2017
Q1 		$23.7M Buy
177,640
+26,475
+18% +$3.5M 4.78% 4
2016
Q4 		$19.5M Buy
+151,165
New +$18.8M 4.38% 5

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

Keel Point's VB Position: Q1 2026 in Review

Keel Point increased its Vanguard Small-Cap ETF (VB) stake by 2.7% in Q1 2026, buying an estimated $41.7K and bringing the position to 5,874 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #122.

Keel Point first reported a position in VB in Q4 2016 and has held it in 38 quarters since. The position peaked at $25.1M in Q2 2017. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Keel Point held 5,874 shares of Vanguard Small-Cap ETF worth $1.54M as of Q1 2026.
  • Keel Point bought 154 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $41.7K.
  • Vanguard Small-Cap ETF made up 0.1% of Keel Point's portfolio in Q1 2026, its #122 holding.
  • Keel Point first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Keel Point's Vanguard Small-Cap ETF position peaked at $25.1M in Q2 2017.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.