Michels Family Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Michels Family Financial’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	$217K	Sell	829 -23	-3%	-$6.22K	0.16%	131
2025 Q4	$220K	Buy	852 +6	+0.7%	+$1.54K	0.16%	133
2025 Q3	$215K	Sell	846 -298	-26%	-$73.9K	0.17%	130
2025 Q2	$271K	Sell	1,144 -15	-1%	-$3.35K	0.23%	110
2025 Q1	$257K	Buy	1,159 +3	+0.3%	+$716	0.23%	112
2024 Q4	$278K	Buy	+1,156	New	+$284K	0.25%	107

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

Michels Family Financial's VB Position: Q1 2026 in Review

Michels Family Financial reduced its Vanguard Small-Cap ETF (VB) stake by 2.7% in Q1 2026, selling an estimated $6.22K and leaving 829 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #131.

Michels Family Financial first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $278K in Q4 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Michels Family Financial held 829 shares of Vanguard Small-Cap ETF worth $217K as of Q1 2026.
Michels Family Financial sold 23 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $6.22K.
Vanguard Small-Cap ETF made up 0.16% of Michels Family Financial's portfolio in Q1 2026, its #131 holding.
Michels Family Financial first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Vanguard Small-Cap ETF position peaked at $278K in Q4 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.