Kirtland Hills Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Kirtland Hills Capital 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	$3.24M	Sell	11,395 -2,530	-18%	-$685K	1.03%	25
2025 Q4	$3.59M	Buy	13,925 +5,406	+63%	+$1.38M	1.26%	20
2025 Q3	$2.17M	Buy	8,519 +878	+11%	+$218K	0.86%	34
2025 Q2	$1.81M	Sell	7,641 -3,406	-31%	-$760K	0.83%	38
2025 Q1	$2.29M	Buy	11,047 +1,751	+19%	+$418K	1.39%	18
2024 Q4	$2.23M	Buy	9,296 +4,765	+105%	+$1.17M	1.43%	17
2024 Q3	$1.07M	Buy	4,531 +443	+11%	+$101K	0.59%	51
2024 Q2	$891K	Buy	4,088 +2,230	+120%	+$490K	0.74%	49
2024 Q1	$410K	Buy	+1,858	New	+$400K	0.35%	82

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

Kirtland Hills Capital Management's VB Position: Q1 2026 in Review

Kirtland Hills Capital Management reduced its Vanguard Small-Cap ETF (VB) stake by 18% in Q1 2026, selling an estimated $685K and leaving 11,395 shares worth $3.24M. The position accounts for 1.03% of the portfolio, ranked #25.

Kirtland Hills Capital Management first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.59M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Kirtland Hills Capital Management held 11,395 shares of Vanguard Small-Cap ETF worth $3.24M as of Q1 2026.
Kirtland Hills Capital Management sold 2,530 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $685K.
Vanguard Small-Cap ETF made up 1.03% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #25 holding.
Kirtland Hills Capital Management first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Kirtland Hills Capital Management's Vanguard Small-Cap ETF position peaked at $3.59M in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.