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Legacy Investment Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Legacy Investment Solutions’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
Q2 		$9.95K Buy
+42
New +$9.37K 0.01% 318
2024
Q4 		$3.96K Hold
16
– – ﹤0.01% 419
2024
Q3 		$4.03K Buy
+16
New +$3.64K ﹤0.01% 411

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Legacy Investment Solutions's VB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2025: 42 shares worth $9.95K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VB as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VB in Q3 2024 and has held it in 3 quarters since. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Legacy Investment Solutions held 42 shares of Vanguard Small-Cap ETF worth $9.95K as of Q2 2025.
  • Vanguard Small-Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Small-Cap ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #318 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.