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Main Street Financial Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Main Street Financial Solutions’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
Q4 		$2.14M Sell
8,299
-641
-7% -$164K 0.16% 130
2025
Q3 		$2.27M Sell
8,940
-1,070
-11% -$265K 0.15% 129
2025
Q2 		$2.37M Sell
10,010
-932
-9% -$208K 0.17% 122
2025
Q1 		$2.43M Sell
10,942
-3,557
-25% -$849K 0.21% 111
2024
Q4 		$3.48M Sell
14,499
-998
-6% -$246K 0.34% 60
2024
Q3 		$3.68M Sell
15,497
-558
-3% -$127K 0.34% 58
2024
Q2 		$3.5M Sell
16,055
-272
-2% -$59.7K 0.33% 56
2024
Q1 		$3.73M Sell
16,327
-13,736
-46% -$2.95M 0.4% 45
2023
Q4 		$6.41M Sell
30,063
-488
-2% -$94K 0.83% 25
2023
Q3 		$5.78M Buy
30,551
+30
+0.1% +$5.98K 0.82% 25
2023
Q2 		$6.07M Buy
30,521
+3,839
+14% +$725K 0.82% 24
2023
Q1 		$5.06M Buy
26,682
+2,233
+9% +$433K 0.74% 26
2022
Q4 		$4.49M Sell
24,449
-488
-2% -$90.4K 0.71% 28
2022
Q3 		$4.26M Sell
24,937
-98
-0.4% -$18.5K 0.7% 32
2022
Q2 		$4.41M Sell
25,035
-380
-1% -$73.4K 0.57% 38
2022
Q1 		$5.4M Buy
25,415
+116
+0.5% +$24.4K 0.79% 26
2021
Q4 		$5.72M Buy
25,299
+839
+3% +$191K 0.81% 24
2021
Q3 		$5.35M Buy
24,460
+392
+2% +$87.1K 0.82% 24
2021
Q2 		$5.42M Buy
24,068
+365
+2% +$80.9K 0.88% 25
2021
Q1 		$5.07M Sell
23,703
-994
-4% -$209K 0.9% 25
2020
Q4 		$4.81M Buy
+24,697
New +$4.36M 0.98% 23

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Main Street Financial Solutions's VB Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Vanguard Small-Cap ETF (VB) stake by 7.2% in Q4 2025, selling an estimated $164K and leaving 8,299 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #130.

Main Street Financial Solutions first reported a position in VB in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.41M in Q4 2023. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Main Street Financial Solutions held 8,299 shares of Vanguard Small-Cap ETF worth $2.14M as of Q4 2025.
  • Main Street Financial Solutions sold 641 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $164K.
  • Vanguard Small-Cap ETF made up 0.16% of Main Street Financial Solutions's portfolio in Q4 2025, its #130 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Vanguard Small-Cap ETF position peaked at $6.41M in Q4 2023.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.