Legacy Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Legacy Financial Advisors’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
2025 Q1	–	Sell	-853	Closed	-$205K	–	377
2024 Q4	$205K	Sell	853 -390	-31%	-$96K	0.03%	332
2024 Q3	$295K	Sell	1,243 -41	-3%	-$9.32K	0.05%	280
2024 Q2	$280K	Sell	1,284 -315	-20%	-$69.2K	0.05%	265
2024 Q1	$366K	Sell	1,599 -86	-5%	-$18.5K	0.07%	212
2023 Q4	$359K	Buy	+1,685	New	+$325K	0.07%	201
2019 Q2	–	Sell	-99	Closed	-$15K	–	869
2019 Q1	$15K	Hold	99	–	–	0.01%	530
2018 Q4	$13K	Hold	99	–	–	0.01%	508
2018 Q3	$16K	Hold	99	–	–	0.01%	411
2018 Q2	$16K	Hold	99	–	–	0.01%	420
2018 Q1	$14K	Hold	99	–	–	0.01%	416
2017 Q4	$14K	Buy	+99	New	+$14.3K	0.01%	424

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Legacy Financial Advisors's VB Position: Q1 2025 in Review

Legacy Financial Advisors sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 853 shares — an estimated $205K sold.

Legacy Financial Advisors first reported a position in VB in Q4 2017 and held it in 11 quarters. The position peaked at $366K in Q1 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Legacy Financial Advisors reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Legacy Financial Advisors sold 853 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $205K.
Legacy Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's Vanguard Small-Cap ETF position peaked at $366K in Q1 2024.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Legacy Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.