Lee Financial’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Hold |
6,290
| – | – | 0.23% | 45 |
|
|
2025
Q4 | $1.62M | Sell |
6,290
-2
| -0% | -$512 | 0.22% | 50 |
|
|
2025
Q3 | $1.6M | Buy |
6,292
+2
| +0% | +$496 | 0.2% | 59 |
|
|
2025
Q2 | $1.49M | Sell |
6,290
-139
| -2% | -$31K | 0.21% | 55 |
|
|
2025
Q1 | $1.43M | Sell |
6,429
-915
| -12% | -$219K | 0.22% | 47 |
|
|
2024
Q4 | $1.76M | Sell |
7,344
-70
| -0.9% | -$17.2K | 0.25% | 45 |
|
|
2024
Q3 | $1.76M | Buy |
7,414
+2
| +0% | +$454 | 0.25% | 43 |
|
|
2024
Q2 | $1.62M | Sell |
7,412
-21
| -0.3% | -$4.61K | 0.26% | 38 |
|
|
2024
Q1 | $1.7M | Sell |
7,433
-142
| -2% | -$30.5K | 0.28% | 34 |
|
|
2023
Q4 | $1.62M | Sell |
7,575
-48
| -0.6% | -$9.25K | 0.28% | 35 |
|
|
2023
Q3 | $1.44M | Sell |
7,623
-381
| -5% | -$75.9K | 0.27% | 40 |
|
|
2023
Q2 | $1.59M | Sell |
8,004
-4,469
| -36% | -$845K | 0.28% | 39 |
|
|
2023
Q1 | $2.36M | Sell |
12,473
-411
| -3% | -$79.7K | 0.41% | 29 |
|
|
2022
Q4 | $2.36M | Buy |
12,884
+592
| +5% | +$110K | 0.4% | 32 |
|
|
2022
Q3 | $2.1M | Buy |
12,292
+50
| +0.4% | +$9.44K | 0.39% | 33 |
|
|
2022
Q2 | $2.16M | Buy |
12,242
+12,222
| +61,110% | +$2.36M | 0.4% | 34 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 547 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $4K | Buy |
+20
| New | +$4.21K | ﹤0.01% | 442 |
|
|
2020
Q2 | – | Sell |
-59
| Closed | -$7K | – | 551 |
|
|
2020
Q1 | $7K | Hold |
59
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $10K | Hold |
59
| – | – | ﹤0.01% | 354 |
|
|
2019
Q3 | $9K | Sell |
59
-1,381
| -96% | -$214K | ﹤0.01% | 367 |
|
|
2019
Q2 | $226K | Sell |
1,440
-25
| -2% | -$3.86K | 0.05% | 123 |
|
|
2019
Q1 | $224K | Buy |
1,465
+39
| +3% | +$5.8K | 0.05% | 123 |
|
|
2018
Q4 | $188K | Hold |
1,426
| – | – | 0.05% | 120 |
|
|
2018
Q3 | $232K | Hold |
1,426
| – | – | 0.06% | 119 |
|
|
2018
Q2 | $222K | Hold |
1,426
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $210K | Buy |
1,426
+1,381
| +3,069% | +$206K | 0.05% | 151 |
|
|
2017
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 407 |
|
|
2017
Q3 | $6K | Hold |
45
| – | – | ﹤0.01% | 402 |
|
|
2017
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 390 |
|
|
2017
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 341 |
|
|
2016
Q4 | $6K | Buy |
+45
| New | +$5.58K | ﹤0.01% | 358 |
|
Other funds holding VB
Lee Financial's VB Position: Q1 2026 in Review
Lee Financial held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 6,290 shares worth $1.65M. The position accounts for 0.23% of the portfolio, ranked #45.
Lee Financial first reported a position in VB in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.36M in Q4 2022. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Lee Financial held 6,290 shares of Vanguard Small-Cap ETF worth $1.65M as of Q1 2026.
- Lee Financial left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
- Vanguard Small-Cap ETF made up 0.23% of Lee Financial's portfolio in Q1 2026, its #45 holding.
- Lee Financial first reported a position in Vanguard Small-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- Lee Financial's Vanguard Small-Cap ETF position peaked at $2.36M in Q4 2022.
- 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.