M3 Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

M3 Advisory 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
2026 Q1	$1.3M	Buy	4,978 +260	+6%	+$70.4K	0.8%	28
2025 Q4	$1.22M	Buy	4,718 +261	+6%	+$66.9K	0.74%	31
2025 Q3	$1.13M	Buy	4,457 +437	+11%	+$108K	0.71%	31
2025 Q2	$953K	Buy	4,020 +180	+5%	+$40.2K	0.66%	32
2025 Q1	$852K	Buy	3,840 +156	+4%	+$37.3K	0.67%	30
2024 Q4	$885K	Buy	3,684 +379	+11%	+$93.3K	0.63%	36
2024 Q3	$784K	Buy	3,305 +427	+15%	+$97K	0.58%	38
2024 Q2	$628K	Buy	2,878 +610	+27%	+$134K	0.52%	44
2024 Q1	$518K	Buy	2,268 +1,062	+88%	+$228K	0.47%	46
2023 Q4	$257K	Buy	+1,206	New	+$232K	0.3%	77

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

M3 Advisory Group's VB Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard Small-Cap ETF (VB) stake by 5.5% in Q1 2026, buying an estimated $70.4K and bringing the position to 4,978 shares worth $1.3M. The position accounts for 0.8% of the portfolio, ranked #28.

M3 Advisory Group first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

M3 Advisory Group held 4,978 shares of Vanguard Small-Cap ETF worth $1.3M as of Q1 2026.
M3 Advisory Group bought 260 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $70.4K.
Vanguard Small-Cap ETF made up 0.8% of M3 Advisory Group's portfolio in Q1 2026, its #28 holding.
M3 Advisory Group first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.