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Lokken Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History

Lokken Investment Group’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
Q3 		$9.47M Buy
37,247
+746
+2% +$185K 3.25% 5
2025
Q2 		$8.65M Buy
36,501
+640
+2% +$143K 3.33% 5
2025
Q1 		$7.95M Buy
35,861
+843
+2% +$201K 3.35% 5
2024
Q4 		$8.41M Sell
35,018
-7,167
-17% -$1.76M 3.63% 4
2024
Q3 		$10M Buy
42,185
+1,015
+2% +$231K 4.17% 3
2024
Q2 		$8.98M Buy
41,170
+2,342
+6% +$514K 4.22% 3
2024
Q1 		$8.88M Buy
38,828
+12,669
+48% +$2.73M 4.42% 3
2023
Q4 		$5.58M Buy
26,159
+859
+3% +$166K 3.16% 7
2023
Q3 		$4.78M Buy
25,300
+1,342
+6% +$267K 3.14% 7
2023
Q2 		$4.77M Buy
23,958
+5,069
+27% +$958K 3.11% 7
2023
Q1 		$3.58M Buy
18,889
+3,506
+23% +$680K 2.72% 8
2022
Q4 		$2.82M Buy
15,383
+820
+6% +$152K 2.23% 13
2022
Q3 		$2.49M Sell
14,563
-314
-2% -$59.3K 2.15% 14
2022
Q2 		$2.62M Buy
14,877
+188
+1% +$36.3K 2.12% 14
2022
Q1 		$2.87M Sell
14,689
-1,664
-10% -$350K 2.27% 14
2021
Q4 		$3.7M Buy
16,353
+461
+3% +$105K 2.64% 9
2021
Q3 		$3.48M Buy
15,892
+454
+3% +$101K 2.75% 8
2021
Q2 		$3.48M Sell
15,438
-34
-0.2% -$7.54K 2.83% 7
2021
Q1 		$3.31M Buy
15,472
+23
+0.1% +$4.84K 2.92% 7
2020
Q4 		$3.01M Buy
+15,449
New +$2.73M 2.75% 9

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Lokken Investment Group's VB Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Small-Cap ETF (VB) stake by 2% in Q3 2025, buying an estimated $185K and bringing the position to 37,247 shares worth $9.47M. The position accounts for 3.25% of the portfolio, ranked #5.

Lokken Investment Group first reported a position in VB in Q4 2020 and has held it in 20 quarters since. The position peaked at $10M in Q3 2024. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Lokken Investment Group held 37,247 shares of Vanguard Small-Cap ETF worth $9.47M as of Q3 2025.
  • Lokken Investment Group bought 746 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $185K.
  • Vanguard Small-Cap ETF made up 3.25% of Lokken Investment Group's portfolio in Q3 2025, its #5 holding.
  • Lokken Investment Group first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Vanguard Small-Cap ETF position peaked at $10M in Q3 2024.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.