LWP
VB icon

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

Laurel Wealth Planning’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 		$1.07M Sell
4,085
-10
-0.2% -$2.71K 0.56% 38
2025
Q4 		$1.06M Sell
4,095
-180
-4% -$46.1K 0.59% 35
2025
Q3 		$1.09M Buy
4,275
+18
+0.4% +$4.46K 0.57% 36
2025
Q2 		$1.01M Sell
4,257
-53
-1% -$11.8K 0.57% 36
2025
Q1 		$956K Sell
4,310
-96
-2% -$22.9K 0.64% 34
2024
Q4 		$1.06M Sell
4,406
-281
-6% -$69.1K 0.68% 34
2024
Q3 		$1.11M Buy
4,687
+55
+1% +$12.5K 0.73% 30
2024
Q2 		$1.01M Sell
4,632
-1,746
-27% -$383K 0.7% 30
2024
Q1 		$1.46M Sell
6,378
-190
-3% -$40.9K 0.97% 27
2023
Q4 		$1.4M Sell
6,568
-908
-12% -$175K 0.99% 26
2023
Q3 		$1.41M Sell
7,476
-1,420
-16% -$283K 1.1% 25
2023
Q2 		$1.77M Sell
8,896
-1,466
-14% -$277K 1.26% 27
2023
Q1 		$1.96M Sell
10,362
-2,443
-19% -$474K 1.3% 30
2022
Q4 		$2.35M Sell
12,805
-763
-6% -$141K 1.52% 26
2022
Q3 		$2.32M Buy
13,568
+1,421
+12% +$268K 1.71% 20
2022
Q2 		$2.14M Sell
12,147
-2,195
-15% -$424K 1.51% 25
2022
Q1 		$3.05M Sell
14,342
-1,454
-9% -$306K 2.06% 17
2021
Q4 		$3.57M Sell
15,796
-2,390
-13% -$543K 2.71% 14
2021
Q3 		$3.98M Sell
18,186
-1,047
-5% -$233K 3.21% 11
2021
Q2 		$4.33M Sell
19,233
-1,055
-5% -$234K 3.78% 8
2021
Q1 		$4.34M Buy
20,288
+1,475
+8% +$311K 3.97% 9
2020
Q4 		$3.66M Buy
+18,813
New +$3.32M 3.57% 12

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

Laurel Wealth Planning's VB Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Vanguard Small-Cap ETF (VB) stake by 0.24% in Q1 2026, selling an estimated $2.71K and leaving 4,085 shares worth $1.07M. The position accounts for 0.56% of the portfolio, ranked #38.

Laurel Wealth Planning first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.34M in Q1 2021. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Laurel Wealth Planning held 4,085 shares of Vanguard Small-Cap ETF worth $1.07M as of Q1 2026.
  • Laurel Wealth Planning sold 10 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.71K.
  • Vanguard Small-Cap ETF made up 0.56% of Laurel Wealth Planning's portfolio in Q1 2026, its #38 holding.
  • Laurel Wealth Planning first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Vanguard Small-Cap ETF position peaked at $4.34M in Q1 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.