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

Melfa 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	$231K	Buy	881 +31	+4%	+$8.39K	0.13%	154
2025 Q4	$219K	Hold	850	–	–	0.13%	162
2025 Q3	$216K	Hold	850	–	–	0.13%	162
2025 Q2	$201K	Buy	+850	New	+$190K	0.13%	163
2025 Q1	–	Sell	-850	Closed	-$204K	–	205
2024 Q4	$204K	Hold	850	–	–	0.14%	165
2024 Q3	$202K	Buy	+850	New	+$193K	0.13%	168

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

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

Melfa Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 3.6% in Q1 2026, buying an estimated $8.39K and bringing the position to 881 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #154.

Melfa Wealth Management first reported a position in VB in Q3 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Melfa Wealth Management held 881 shares of Vanguard Small-Cap ETF worth $231K as of Q1 2026.
Melfa Wealth Management bought 31 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $8.39K.
Vanguard Small-Cap ETF made up 0.13% of Melfa Wealth Management's portfolio in Q1 2026, its #154 holding.
Melfa Wealth Management first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.