LA
VB icon

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

Lifeworks 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
2026
Q1 		$458K Buy
1,750
+41
+2% +$11.1K 0.06% 206
2025
Q4 		$441K Buy
1,709
+88
+5% +$22.5K 0.06% 223
2025
Q3 		$412K Buy
1,621
+112
+7% +$27.8K 0.05% 226
2025
Q2 		$358K Buy
1,509
+21
+1% +$4.68K 0.05% 235
2025
Q1 		$330K Sell
1,488
-380
-20% -$90.7K 0.05% 236
2024
Q4 		$449K Sell
1,868
-868
-32% -$214K 0.08% 181
2024
Q3 		$649K Buy
+2,736
New +$622K 0.13% 141

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

Lifeworks Advisors's VB Position: Q1 2026 in Review

Lifeworks Advisors increased its Vanguard Small-Cap ETF (VB) stake by 2.4% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,750 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #206.

Lifeworks Advisors first reported a position in VB in Q3 2024 and has held it in 7 quarters since. The position peaked at $649K in Q3 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Lifeworks Advisors held 1,750 shares of Vanguard Small-Cap ETF worth $458K as of Q1 2026.
  • Lifeworks Advisors bought 41 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $11.1K.
  • Vanguard Small-Cap ETF made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #206 holding.
  • Lifeworks Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Vanguard Small-Cap ETF position peaked at $649K in Q3 2024.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.