Klingman & Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Klingman & Associates’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	$2.74M	Sell	10,463 -34	-0.3%	-$9.2K	0.13%	67
2025 Q4	$2.71M	Sell	10,497 -188	-2%	-$48.2K	0.13%	67
2025 Q3	$2.72M	Hold	10,685	–	–	0.14%	64
2025 Q2	$2.53M	Buy	10,685 +20	+0.2%	+$4.46K	0.14%	65
2025 Q1	$2.36M	Sell	10,665 -314	-3%	-$75K	0.14%	66
2024 Q4	$2.64M	Sell	10,979 -93	-0.8%	-$22.9K	0.16%	58
2024 Q3	$2.63M	Sell	11,072 -35	-0.3%	-$7.95K	0.16%	60
2024 Q2	$2.42M	Sell	11,107 -125	-1%	-$27.4K	0.16%	60
2024 Q1	$2.57M	Buy	11,232 +48	+0.4%	+$10.3K	0.18%	55
2023 Q4	$2.39M	Sell	11,184 -774	-6%	-$149K	0.18%	56
2023 Q3	$2.26M	Buy	11,958 +165	+1%	+$32.9K	0.18%	55
2023 Q2	$2.35M	Buy	11,793 +464	+4%	+$87.7K	0.19%	50
2023 Q1	$2.15M	Buy	11,329 +400	+4%	+$77.6K	0.18%	52
2022 Q4	$2.01M	Buy	10,929 +719	+7%	+$133K	0.18%	54
2022 Q3	$1.75M	Sell	10,210 -244	-2%	-$46.1K	0.17%	56
2022 Q2	$1.84M	Buy	10,454 +2,941	+39%	+$568K	0.18%	55
2022 Q1	$1.6M	Buy	7,513 +89	+1%	+$18.7K	0.14%	60
2021 Q4	$1.68M	Hold	7,424	–	–	0.14%	57
2021 Q3	$1.62M	Sell	7,424 -23	-0.3%	-$5.11K	0.15%	57
2021 Q2	$1.68M	Sell	7,447 -250	-3%	-$55.4K	0.16%	53
2021 Q1	$1.65M	Sell	7,697 -170	-2%	-$35.8K	0.17%	51
2020 Q4	$1.53M	Hold	7,867	–	–	0.18%	51
2020 Q3	$1.21M	Buy	7,867 +5	+0.1%	+$768	0.16%	49
2020 Q2	$1.15M	Sell	7,862 -177	-2%	-$23.8K	0.18%	51
2020 Q1	$928K	Sell	8,039 -1,565	-16%	-$235K	0.19%	51
2019 Q4	$1.59M	Buy	9,604 +763	+9%	+$122K	0.26%	42
2019 Q3	$1.36M	Hold	8,841	–	–	0.24%	43
2019 Q2	$1.39M	Sell	8,841 -25	-0.3%	-$3.86K	0.26%	43
2019 Q1	$1.35M	Sell	8,866 -46	-0.5%	-$6.84K	0.26%	43
2018 Q4	$1.18M	Buy	8,912 +3,438	+63%	+$501K	0.26%	41
2018 Q3	$890K	Hold	5,474	–	–	0.18%	49
2018 Q2	$852K	Hold	5,474	–	–	0.18%	46
2018 Q1	$804K	Buy	5,474 +19	+0.3%	+$2.84K	0.18%	47
2017 Q4	$806K	Buy	5,455 +738	+16%	+$107K	0.18%	51
2017 Q3	$667K	Sell	4,717 -205	-4%	-$27.9K	0.16%	48
2017 Q2	$667K	Buy	4,922 +497	+11%	+$66.6K	0.18%	46
2017 Q1	$590K	Buy	4,425 +80	+2%	+$10.6K	0.16%	51
2016 Q4	$560K	Sell	4,345 -522	-11%	-$64.8K	0.17%	49
2016 Q3	$595K	Sell	4,867 -578	-11%	-$69.9K	0.18%	50
2016 Q2	$630K	Sell	5,445 -209	-4%	-$23.7K	0.2%	47
2016 Q1	$630K	Sell	5,654 -835	-13%	-$86.5K	0.23%	48
2015 Q4	$718K	Hold	6,489	–	–	0.27%	42
2015 Q3	$700K	Hold	6,489	–	–	0.27%	42
2015 Q2	$788K	Buy	6,489 +138	+2%	+$16.9K	0.31%	38
2015 Q1	$778K	Buy	6,351 +835	+15%	+$98.9K	0.32%	38
2014 Q4	$643K	Buy	+5,516	New	+$628K	0.27%	46

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

Klingman & Associates's VB Position: Q1 2026 in Review

Klingman & Associates reduced its Vanguard Small-Cap ETF (VB) stake by 0.32% in Q1 2026, selling an estimated $9.2K and leaving 10,463 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #67.

Klingman & Associates first reported a position in VB in Q4 2014 and has held it in 46 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Klingman & Associates held 10,463 shares of Vanguard Small-Cap ETF worth $2.74M as of Q1 2026.
Klingman & Associates sold 34 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $9.2K.
Vanguard Small-Cap ETF made up 0.13% of Klingman & Associates's portfolio in Q1 2026, its #67 holding.
Klingman & Associates first reported a position in Vanguard Small-Cap ETF in Q4 2014 and has held it in 46 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.