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

Maripau 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 		$3.7M Buy
14,144
+688
+5% +$186K 1.63% 13
2025
Q4 		$3.47M Buy
13,456
+191
+1% +$48.9K 1.59% 15
2025
Q3 		$3.37M Buy
13,265
+1,216
+10% +$302K 1.7% 11
2025
Q2 		$2.87M Sell
12,049
-1,317
-10% -$294K 1.45% 13
2025
Q1 		$2.96M Buy
13,366
+811
+6% +$194K 1.7% 12
2024
Q4 		$3.02M Buy
+12,555
New +$3.09M 1.79% 14
2024
Q3 		– Sell
-5,616
Closed -$1.23M – 130
2024
Q2 		$1.23M Buy
5,616
+1,801
+47% +$395K 0.84% 32
2024
Q1 		$872K Buy
3,815
+185
+5% +$39.8K 0.65% 35
2023
Q4 		$774K Buy
3,630
+152
+4% +$29.3K 0.67% 35
2023
Q3 		$657K Buy
3,478
+462
+15% +$92K 0.6% 39
2023
Q2 		$600K Sell
3,016
-138
-4% -$26.1K 0.53% 44
2023
Q1 		$598K Buy
3,154
+2
+0.1% +$388 0.62% 40
2022
Q4 		$603K Buy
3,152
+159
+5% +$29.5K 0.63% 39
2022
Q3 		$562K Buy
2,993
+526
+21% +$99.3K 0.61% 40
2022
Q2 		$480K Sell
2,467
-72
-3% -$13.9K 0.52% 45
2022
Q1 		$517K Buy
2,539
+44
+2% +$9.26K 0.47% 52
2021
Q4 		$528K Buy
+2,495
New +$567K 0.5% 46

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

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

Maripau Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 5.1% in Q1 2026, buying an estimated $186K and bringing the position to 14,144 shares worth $3.7M. The position accounts for 1.63% of the portfolio, ranked #13.

Maripau Wealth Management first reported a position in VB in Q4 2021 and has held it in 17 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Maripau Wealth Management held 14,144 shares of Vanguard Small-Cap ETF worth $3.7M as of Q1 2026.
  • Maripau Wealth Management bought 688 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $186K.
  • Vanguard Small-Cap ETF made up 1.63% of Maripau Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Maripau Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.