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

Main 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
2025 Q2	–	Sell	-229	Closed	-$51K	–	113
2025 Q1	$51K	Hold	229	–	–	﹤0.01%	88
2024 Q4	$55K	Hold	229	–	–	﹤0.01%	96
2024 Q3	$54K	Hold	229	–	–	﹤0.01%	96
2024 Q2	$50K	Hold	229	–	–	﹤0.01%	104
2024 Q1	$52K	Buy	+229	New	+$49.3K	﹤0.01%	106
2019 Q1	–	Sell	-300	Closed	-$40K	–	89
2018 Q4	$40K	Hold	300	–	–	0.01%	73
2018 Q3	$48K	Buy	+300	New	+$48.5K	0.01%	65

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

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

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

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

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

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

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

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

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

Main Management's VB Position: Q2 2025 in Review

Main Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 229 shares — an estimated $51K sold.

Main Management first reported a position in VB in Q3 2018 and held it in 7 quarters. The position peaked at $55K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Main Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Main Management sold 229 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $51K.
Main Management first reported a position in Vanguard Small-Cap ETF in Q3 2018 and held it in 7 quarters.
Main Management's Vanguard Small-Cap ETF position peaked at $55K in Q4 2024.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Main Management's 13F filing for Q2 2025, filed 12 Aug 2025.