Miller Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Miller Financial Services’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	$440K	Buy	1,679 +4	+0.2%	+$1.08K	0.48%	65
2025 Q4	$432K	Sell	1,675 -125	-7%	-$32K	0.51%	56
2025 Q3	$458K	Sell	1,800 -5	-0.3%	-$1.24K	0.53%	60
2025 Q2	$428K	Buy	+1,805	New	+$403K	0.55%	60

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

Miller Financial Services's VB Position: Q1 2026 in Review

Miller Financial Services increased its Vanguard Small-Cap ETF (VB) stake by 0.24% in Q1 2026, buying an estimated $1.08K and bringing the position to 1,679 shares worth $440K. The position accounts for 0.48% of the portfolio, ranked #65.

Miller Financial Services first reported a position in VB in Q2 2025 and has held it in 4 quarters since. The position peaked at $458K in Q3 2025. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Miller Financial Services held 1,679 shares of Vanguard Small-Cap ETF worth $440K as of Q1 2026.
Miller Financial Services bought 4 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.08K.
Vanguard Small-Cap ETF made up 0.48% of Miller Financial Services's portfolio in Q1 2026, its #65 holding.
Miller Financial Services first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Miller Financial Services's Vanguard Small-Cap ETF position peaked at $458K in Q3 2025.
2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.