McDonald Partners’s Vanguard Small-Cap ETF VB Stock Holding History

McDonald Partners’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	$359K	Buy	1,370 +326	+31%	+$88.2K	0.08%	164
2025 Q4	$269K	Sell	1,044 -196	-16%	-$50.2K	0.08%	183
2025 Q3	$315K	Sell	1,240 -212	-15%	-$52.6K	0.09%	185
2025 Q2	$344K	Buy	+1,452	New	+$324K	0.08%	203
2022 Q3	–	Sell	-2,064	Closed	-$363K	–	279
2022 Q2	$363K	Sell	2,064 -301	-13%	-$58.1K	0.09%	212
2022 Q1	$503K	Buy	2,365 +2,099	+789%	+$442K	0.11%	196
2021 Q4	$60K	Sell	266 -2,391	-90%	-$543K	0.06%	105
2021 Q3	$581K	Buy	2,657 +2	+0.1%	+$445	0.14%	175
2021 Q2	$598K	Sell	2,655 -36	-1%	-$7.98K	0.14%	167
2021 Q1	$576K	Sell	2,691 -168	-6%	-$35.4K	0.15%	160
2020 Q4	$557K	Buy	+2,859	New	+$504K	0.16%	155

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

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

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

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

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

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

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

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

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

McDonald Partners's VB Position: Q1 2026 in Review

McDonald Partners increased its Vanguard Small-Cap ETF (VB) stake by 31% in Q1 2026, buying an estimated $88.2K and bringing the position to 1,370 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #164.

McDonald Partners first reported a position in VB in Q4 2020 and has held it in 11 quarters since. The position peaked at $598K in Q2 2021. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

McDonald Partners held 1,370 shares of Vanguard Small-Cap ETF worth $359K as of Q1 2026.
McDonald Partners bought 326 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $88.2K.
Vanguard Small-Cap ETF made up 0.08% of McDonald Partners's portfolio in Q1 2026, its #164 holding.
McDonald Partners first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 11 quarters since.
McDonald Partners's Vanguard Small-Cap ETF position peaked at $598K in Q2 2021.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.