MW
VB icon

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

MBL Wealth’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
Q2 		$818K Hold
2,700
– – 0.06% 157
2026
Q1 		$707K Hold
2,700
– – 0.05% 157
2025
Q4 		$696K Buy
2,700
+25
+0.9% +$6.41K 0.06% 155
2025
Q3 		$680K Hold
2,675
– – 0.06% 134
2025
Q2 		$634K Hold
2,675
– – 0.06% 129
2025
Q1 		$593K Hold
2,675
– – 0.06% 126
2024
Q4 		$643K Hold
2,675
– – 0.06% 123
2024
Q3 		$635K Hold
2,675
– – 0.07% 123
2024
Q2 		$583K Buy
2,675
+25
+0.9% +$5.49K 0.07% 121
2024
Q1 		$606K Buy
2,650
+50
+2% +$10.8K 0.07% 115
2023
Q4 		$555K Buy
2,600
+35
+1% +$6.74K 0.07% 112
2023
Q3 		$485K Buy
2,565
+335
+15% +$66.7K 0.07% 112
2023
Q2 		$444K Buy
2,230
+145
+7% +$27.4K 0.06% 117
2023
Q1 		$395K Hold
2,085
– – 0.06% 113
2022
Q4 		$383K Buy
2,085
+185
+10% +$34.3K 0.07% 117
2022
Q3 		$325K Hold
1,900
– – 0.07% 116
2022
Q2 		$335K Hold
1,900
– – 0.08% 109
2022
Q1 		$404K Buy
+1,900
New +$400K 0.1% 110
2021
Q1 		$407K Buy
+1,900
New +$400K 0.14% 99

Other funds holding VB

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return