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McLean Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

McLean Asset 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 		$762K Buy
2,908
+3
+0.1% +$812 0.13% 70
2025
Q4 		$793K Sell
2,905
-1,008
-26% -$258K 0.14% 68
2025
Q3 		$1.01M Buy
3,913
+7
+0.2% +$1.74K 0.21% 54
2025
Q2 		$944K Buy
3,906
+7
+0.2% +$1.56K 0.25% 52
2025
Q1 		$755K Sell
3,899
-129
-3% -$30.8K 0.25% 49
2024
Q4 		$968K Sell
4,028
-4,699
-54% -$1.16M 0.29% 45
2024
Q3 		$2.07M Buy
8,727
+25
+0.3% +$5.68K 0.62% 30
2024
Q2 		$1.9M Buy
8,702
+79
+0.9% +$17.3K 0.61% 28
2024
Q1 		$1.94M Buy
8,623
+39
+0.5% +$8.39K 0.67% 24
2023
Q4 		$1.78M Sell
8,584
-94
-1% -$18.1K 0.67% 25
2023
Q3 		$1.64M Buy
8,678
+93
+1% +$18.5K 0.67% 24
2023
Q2 		$1.71M Buy
8,585
+1
+0% +$189 0.67% 25
2023
Q1 		$1.63M Sell
8,584
-3,153
-27% -$611K 0.67% 25
2022
Q4 		$2.15M Buy
11,737
+2,563
+28% +$475K 0.73% 28
2022
Q3 		$1.61M Sell
9,174
-74
-0.8% -$14K 0.62% 25
2022
Q2 		$1.65M Sell
9,248
-108
-1% -$20.9K 0.66% 20
2022
Q1 		$1.99M Buy
9,356
+200
+2% +$42.1K 1.47% 11
2021
Q4 		$2.03M Sell
9,156
-62
-0.7% -$14.1K 0.79% 16
2021
Q3 		$2.12M Sell
9,218
-1,070
-10% -$238K 0.81% 16
2021
Q2 		$2.21M Buy
10,288
+6
+0.1% +$1.33K 0.99% 15
2021
Q1 		$2.32M Sell
10,282
-1,796
-15% -$378K 1.83% 11
2020
Q4 		$2.35M Buy
+12,078
New +$2.13M 2.07% 11

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

McLean Asset Management's VB Position: Q1 2026 in Review

McLean Asset Management increased its Vanguard Small-Cap ETF (VB) stake by 0.1% in Q1 2026, buying an estimated $812 and bringing the position to 2,908 shares worth $762K. The position accounts for 0.13% of the portfolio, ranked #70.

McLean Asset Management first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.35M in Q4 2020. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • McLean Asset Management held 2,908 shares of Vanguard Small-Cap ETF worth $762K as of Q1 2026.
  • McLean Asset Management bought 3 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $812.
  • Vanguard Small-Cap ETF made up 0.13% of McLean Asset Management's portfolio in Q1 2026, its #70 holding.
  • McLean Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's Vanguard Small-Cap ETF position peaked at $2.35M in Q4 2020.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.