Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$333K	Sell	1,224 -200	-14%	-$54.1K	﹤0.01%	271
2025 Q4	$390K	Hold	1,424	–	–	﹤0.01%	260
2025 Q3	$366K	Buy	1,424 +219	+18%	+$54.3K	﹤0.01%	268
2025 Q2	$286K	Hold	1,205	–	–	﹤0.01%	245
2025 Q1	$254K	Hold	1,205	–	–	﹤0.01%	248
2024 Q4	$300K	Hold	1,205	–	–	﹤0.01%	242
2024 Q3	$286K	Hold	1,205	–	–	﹤0.01%	246
2024 Q2	$282K	Hold	1,205	–	–	﹤0.01%	240
2024 Q1	$257K	Sell	1,205 -12	-1%	-$2.58K	﹤0.01%	253
2023 Q4	$253K	Sell	1,217 -43	-3%	-$8.29K	﹤0.01%	256
2023 Q3	$231K	Hold	1,260	–	–	﹤0.01%	270
2023 Q2	$251K	Sell	1,260 -2,094	-62%	-$396K	﹤0.01%	269
2023 Q1	$636K	Buy	3,354 +2,149	+178%	+$417K	0.01%	178
2022 Q4	$221K	Hold	1,205	–	–	﹤0.01%	273
2022 Q3	$206K	Hold	1,205	–	–	﹤0.01%	280
2022 Q2	$212K	Sell	1,205 -110	-8%	-$21.2K	﹤0.01%	281
2022 Q1	$279K	Sell	1,315 -50	-4%	-$10.5K	﹤0.01%	260
2021 Q4	$309K	Hold	1,365	–	–	﹤0.01%	258
2021 Q3	$298K	Hold	1,365	–	–	﹤0.01%	260
2021 Q2	$308K	Sell	1,365 -75	-5%	-$16.6K	﹤0.01%	266
2021 Q1	$308K	Buy	1,440 +75	+5%	+$15.8K	﹤0.01%	252
2020 Q4	$266K	Sell	1,365 -115	-8%	-$20.3K	﹤0.01%	258
2020 Q3	$228K	Hold	1,480	–	–	﹤0.01%	252
2020 Q2	$216K	Hold	1,480	–	–	﹤0.01%	241
2020 Q1	$171K	Hold	1,480	–	–	﹤0.01%	246
2019 Q4	$245K	Hold	1,480	–	–	﹤0.01%	253
2019 Q3	$228K	Hold	1,480	–	–	﹤0.01%	252
2019 Q2	$232K	Hold	1,480	–	–	﹤0.01%	251
2019 Q1	$226K	Sell	1,480 -70	-5%	-$10.4K	﹤0.01%	249
2018 Q4	$205K	Hold	1,550	–	–	﹤0.01%	247
2018 Q3	$252K	Sell	1,550 -500	-24%	-$80.9K	﹤0.01%	247
2018 Q2	$319K	Hold	2,050	–	–	0.01%	235
2018 Q1	$301K	Hold	2,050	–	–	0.01%	234
2017 Q4	$303K	Hold	2,050	–	–	0.01%	240
2017 Q3	$290K	Hold	2,050	–	–	0.01%	247
2017 Q2	$281K	Hold	2,050	–	–	0.01%	242
2017 Q1	$273K	Buy	2,050 +500	+32%	+$66.2K	0.01%	241
2016 Q4	$200K	Hold	1,550	–	–	﹤0.01%	268
2016 Q3	$189K	Hold	1,550	–	–	﹤0.01%	265
2016 Q2	$179K	Hold	1,550	–	–	﹤0.01%	263
2016 Q1	$173K	Hold	1,550	–	–	﹤0.01%	256
2015 Q4	$171K	Hold	1,550	–	–	﹤0.01%	276
2015 Q3	$188K	Hold	1,550	–	–	﹤0.01%	281
2015 Q2	$188K	Hold	1,550	–	–	﹤0.01%	281
2015 Q1	$190K	Hold	1,550	–	–	﹤0.01%	288
2014 Q4	$181K	Hold	1,550	–	–	﹤0.01%	288
2014 Q3	$171K	Hold	1,550	–	–	﹤0.01%	287
2014 Q2	$182K	Sell	1,550 -375	-19%	-$42K	﹤0.01%	287
2014 Q1	$217K	Buy	1,925 +375	+24%	+$41.6K	0.01%	259
2013 Q4	$170K	Hold	1,550	–	–	﹤0.01%	272
2013 Q3	$159K	Hold	1,550	–	–	﹤0.01%	263
2013 Q2	$145K	Buy	+1,550	New	+$143K	﹤0.01%	284

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

Loring Wolcott & Coolidge Fiduciary Advisors's VB Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 14% in Q1 2026, selling an estimated $54.1K and leaving 1,224 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $636K in Q1 2023. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,224 shares of Vanguard Small-Cap ETF worth $333K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $54.1K.
Vanguard Small-Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #271 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Small-Cap ETF position peaked at $636K in Q1 2023.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.