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

Keyvantage 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	$5.27M	Buy	20,137 +408	+2%	+$110K	2.32%	13
2025 Q4	$5.09M	Sell	19,729 -2,031	-9%	-$520K	2.18%	13
2025 Q3	$5.53M	Buy	21,760 +287	+1%	+$71.2K	2.32%	14
2025 Q2	$5.09M	Buy	21,473 +1,461	+7%	+$326K	2.28%	14
2025 Q1	$4.44M	Buy	20,012 +18,395	+1,138%	+$4.39M	2.16%	15
2024 Q4	$388K	Buy	+1,617	New	+$398K	0.28%	62

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

Keyvantage Wealth's VB Position: Q1 2026 in Review

Keyvantage Wealth increased its Vanguard Small-Cap ETF (VB) stake by 2.1% in Q1 2026, buying an estimated $110K and bringing the position to 20,137 shares worth $5.27M. The position accounts for 2.32% of the portfolio, ranked #13.

Keyvantage Wealth first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.53M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Keyvantage Wealth held 20,137 shares of Vanguard Small-Cap ETF worth $5.27M as of Q1 2026.
Keyvantage Wealth bought 408 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $110K.
Vanguard Small-Cap ETF made up 2.32% of Keyvantage Wealth's portfolio in Q1 2026, its #13 holding.
Keyvantage Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Vanguard Small-Cap ETF position peaked at $5.53M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.