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

Maltin 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
2025
Q2 		– Sell
-4,191
Closed -$929K – 139
2025
Q1 		$929K Buy
+4,191
New +$1M 0.44% 55
2020
Q1 		– Sell
-529
Closed -$88K – 128
2019
Q4 		$88K Buy
+529
New +$84.3K 0.06% 90

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Maltin Wealth Management's VB Position: Q2 2025 in Review

Maltin Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 4,191 shares — an estimated $929K sold.

Maltin Wealth Management first reported a position in VB in Q4 2019 and held it in 2 quarters. The position peaked at $929K in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Maltin Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Maltin Wealth Management sold 4,191 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $929K.
  • Maltin Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Maltin Wealth Management's Vanguard Small-Cap ETF position peaked at $929K in Q1 2025.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.