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Means Investment Company’s Vanguard Small-Cap ETF VB Stock Holding History

Means Investment Company’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 		$393K Buy
1,502
+2
+0.1% +$541 0.03% 142
2025
Q4 		$387K Buy
1,500
+5
+0.3% +$1.28K 0.03% 139
2025
Q3 		$380K Buy
1,495
+2
+0.1% +$496 0.03% 148
2025
Q2 		$354K Buy
1,493
+43
+3% +$9.59K 0.03% 150
2025
Q1 		$322K Sell
1,450
-486
-25% -$116K 0.03% 147
2024
Q4 		$465K Buy
1,936
+4
+0.2% +$984 0.05% 128
2024
Q3 		$458K Buy
1,932
+3
+0.2% +$682 0.05% 130
2024
Q2 		$421K Sell
1,929
-149
-7% -$32.7K 0.05% 133
2024
Q1 		$475K Buy
2,078
+15
+0.7% +$3.23K 0.06% 128
2023
Q4 		$440K Buy
2,063
+106
+5% +$20.4K 0.06% 128
2023
Q3 		$370K Buy
1,957
+151
+8% +$30.1K 0.06% 139
2023
Q2 		$359K Buy
1,806
+3
+0.2% +$567 0.06% 143
2023
Q1 		$342K Buy
1,803
+2
+0.1% +$388 0.06% 145
2022
Q4 		$330K Buy
1,801
+4
+0.2% +$741 0.07% 143
2022
Q3 		$307K Buy
1,797
+2
+0.1% +$378 0.07% 145
2022
Q2 		$316K Buy
1,795
+2
+0.1% +$386 0.07% 146
2022
Q1 		$381K Buy
1,793
+2
+0.1% +$421 0.07% 136
2021
Q4 		$405K Buy
1,791
+3
+0.2% +$682 0.07% 134
2021
Q3 		$391K Buy
1,788
+2
+0.1% +$445 0.08% 131
2021
Q2 		$402K Buy
1,786
+1
+0.1% +$222 0.08% 132
2021
Q1 		$382K Buy
1,785
+2
+0.1% +$421 0.09% 125
2020
Q4 		$387K Buy
1,783
+3
+0.2% +$529 0.09% 120
2020
Q3 		$298K Buy
1,780
+2
+0.1% +$307 0.08% 117
2020
Q2 		$281K Buy
1,778
+1
+0.1% +$134 0.09% 118
2020
Q1 		$216K Buy
1,777
+3
+0.2% +$451 0.08% 121
2019
Q4 		$301K Sell
1,774
-237
-12% -$37.8K 0.1% 118
2019
Q3 		$321K Buy
2,011
+189
+10% +$29.3K 0.12% 110
2019
Q2 		$287K Buy
1,822
+5
+0.3% +$773 0.12% 119
2019
Q1 		$278K Buy
1,817
+163
+10% +$24.2K 0.12% 118
2018
Q4 		$218K Buy
+1,654
New +$241K 0.12% 118

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

Means Investment Company's VB Position: Q1 2026 in Review

Means Investment Company increased its Vanguard Small-Cap ETF (VB) stake by 0.13% in Q1 2026, buying an estimated $541 and bringing the position to 1,502 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #142.

Means Investment Company first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $475K in Q1 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Means Investment Company held 1,502 shares of Vanguard Small-Cap ETF worth $393K as of Q1 2026.
  • Means Investment Company bought 2 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $541.
  • Vanguard Small-Cap ETF made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #142 holding.
  • Means Investment Company first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Vanguard Small-Cap ETF position peaked at $475K in Q1 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.