Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Small-Cap ETF VB Stock Holding History

Legacy Financial Group (Iowa)’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 		$37.7M Buy
143,888
+270
+0.2% +$73.1K 4.74% 5
2025
Q4 		$39.1M Sell
143,618
-1,283
-0.9% -$329K 4.83% 5
2025
Q3 		$36.8M Buy
144,901
+1,291
+0.9% +$320K 4.82% 5
2025
Q2 		$34M Buy
143,610
+8,718
+6% +$1.94M 4.75% 5
2025
Q1 		$29.9M Sell
134,892
-2,376
-2% -$567K 4.6% 6
2024
Q4 		$33M Sell
137,268
-5,873
-4% -$1.45M 5.34% 5
2024
Q3 		$34M Buy
143,141
+1,691
+1% +$384K 6.53% 4
2024
Q2 		$30.8M Buy
141,450
+1,690
+1% +$371K 6.07% 4
2024
Q1 		$31.9M Buy
139,760
+132,013
+1,704% +$28.4M 6.47% 4
2023
Q4 		$1.65M Sell
7,747
-136,661
-95% -$26.3M 7.5% 4
2023
Q3 		$27.3M Buy
144,408
+4,400
+3% +$877K 6.42% 4
2023
Q2 		$27.8M Sell
140,008
-7,787
-5% -$1.47M 7.18% 4
2023
Q1 		$28M Sell
147,795
-3,119
-2% -$605K 7.67% 3
2022
Q4 		$27.7M Sell
150,914
-2,557
-2% -$474K 8.3% 3
2022
Q3 		$26.2M Buy
153,471
+1,183
+0.8% +$223K 8.76% 3
2022
Q2 		$26.8M Buy
152,288
+4,232
+3% +$817K 8.46% 3
2022
Q1 		$31.5M Buy
148,056
+30,206
+26% +$6.36M 9.22% 3
2021
Q4 		$26.1M Sell
117,850
-26,663
-18% -$6.06M 11.23% 3
2021
Q3 		$31.6M Buy
144,513
+6,225
+5% +$1.38M 9.45% 3
2021
Q2 		$31.2M Buy
138,288
+12,058
+10% +$2.67M 9.41% 3
2021
Q1 		$27M Buy
126,230
+13,303
+12% +$2.8M 9.39% 3
2020
Q4 		$22M Buy
+112,927
New +$19.9M 8.45% 3

Other funds holding VB

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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

Legacy Financial Group (Iowa)'s VB Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Vanguard Small-Cap ETF (VB) stake by 0.19% in Q1 2026, buying an estimated $73.1K and bringing the position to 143,888 shares worth $37.7M. The position accounts for 4.74% of the portfolio, ranked #5.

Legacy Financial Group (Iowa) first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $39.1M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Legacy Financial Group (Iowa) held 143,888 shares of Vanguard Small-Cap ETF worth $37.7M as of Q1 2026.
  • Legacy Financial Group (Iowa) bought 270 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $73.1K.
  • Vanguard Small-Cap ETF made up 4.74% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #5 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard Small-Cap ETF position peaked at $39.1M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.