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Lyell Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lyell Wealth 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 		$631K Hold
2,408
– – 0.05% 139
2025
Q4 		$621K Hold
2,408
– – 0.05% 135
2025
Q3 		$612K Hold
2,408
– – 0.05% 143
2025
Q2 		$571K Sell
2,408
-319
-12% -$71.2K 0.05% 145
2025
Q1 		$605K Sell
2,727
-588
-18% -$140K 0.06% 137
2024
Q4 		$797K Sell
3,315
-327
-9% -$80.5K 0.07% 123
2024
Q3 		$864K Buy
3,642
+755
+26% +$172K 0.08% 125
2024
Q2 		$629K Hold
2,887
– – 0.06% 127
2024
Q1 		$660K Sell
2,887
-80
-3% -$17.2K 0.07% 124
2023
Q4 		$633K Sell
2,967
-290
-9% -$55.9K 0.07% 122
2023
Q3 		$616K Sell
3,257
-147
-4% -$29.3K 0.08% 118
2023
Q2 		$677K Sell
3,404
-288
-8% -$54.4K 0.09% 122
2023
Q1 		$700K Sell
3,692
-146
-4% -$28.3K 0.1% 128
2022
Q4 		$704K Sell
3,838
-650
-14% -$120K 0.11% 123
2022
Q3 		$767K Hold
4,488
– – 0.13% 111
2022
Q2 		$790K Buy
4,488
+675
+18% +$130K 0.13% 112
2022
Q1 		$810K Sell
3,813
-1,300
-25% -$274K 0.1% 115
2021
Q4 		$1.16M Buy
5,113
+200
+4% +$45.4K 0.13% 99
2021
Q3 		$1.07M Hold
4,913
– – 0.13% 100
2021
Q2 		$1.11M Buy
4,913
+325
+7% +$72K 0.14% 99
2021
Q1 		$982K Buy
4,588
+2,400
+110% +$506K 0.14% 95
2020
Q4 		$426K Buy
+2,188
New +$386K 0.07% 122
2020
Q1 		– Sell
-1,421
Closed -$235K – 134
2019
Q4 		$235K Buy
1,421
+10
+0.7% +$1.59K 0.06% 119
2019
Q3 		$217K Hold
1,411
– – 0.07% 114
2019
Q2 		$222K Hold
1,411
– – 0.07% 116
2019
Q1 		$216K Buy
+1,411
New +$210K 0.07% 113

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

Lyell Wealth Management's VB Position: Q1 2026 in Review

Lyell Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 2,408 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #139.

Lyell Wealth Management first reported a position in VB in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.16M in Q4 2021. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Lyell Wealth Management held 2,408 shares of Vanguard Small-Cap ETF worth $631K as of Q1 2026.
  • Lyell Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Lyell Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • Lyell Wealth Management's Vanguard Small-Cap ETF position peaked at $1.16M in Q4 2021.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.