Logan Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Logan Capital Management’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	$7.61M	Buy	+29,057	New	+$7.86M	0.33%	90

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

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

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Logan Capital Management's VB Position: Q1 2026 in Review

Logan Capital Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 29,176 shares — an estimated $7.9M sold.

Logan Capital Management first reported a position in VB in Q2 2013 and held it in 51 quarters. The position peaked at $7.87M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Logan Capital Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 29,176 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $7.9M.
Logan Capital Management first reported a position in Vanguard Small-Cap ETF in Q2 2013 and held it in 51 quarters.
Logan Capital Management's Vanguard Small-Cap ETF position peaked at $7.87M in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.