MFA
VB icon

Millington Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Millington Financial Advisors’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 		$1.12M Sell
3,937
-5
-0.1% -$1.35K 0.47% 50
2025
Q4 		$1.09M Buy
3,942
+10
+0.3% +$2.56K 0.48% 51
2025
Q3 		$995K Sell
3,932
-130
-3% -$32.2K 0.48% 52
2025
Q2 		$1M Sell
4,062
-1,153
-22% -$257K 0.51% 50
2025
Q1 		$1.07M Buy
5,215
+3,892
+294% +$929K 0.66% 47
2024
Q4 		$326K Buy
1,323
+120
+10% +$29.5K 0.19% 70
2024
Q3 		$285K Buy
1,203
+2
+0.2% +$454 0.18% 73
2024
Q2 		$262K Hold
1,201
– – 0.18% 71
2024
Q1 		$275K Buy
1,201
+32
+3% +$6.88K 0.2% 68
2023
Q4 		$249K Sell
1,169
-23
-2% -$4.43K 0.2% 72
2023
Q3 		$225K Sell
1,192
-32
-3% -$6.38K 0.2% 69
2023
Q2 		$243K Sell
1,224
-32
-3% -$6.05K 0.22% 65
2023
Q1 		$238K Sell
1,256
-2
-0.2% -$388 0.22% 65
2022
Q4 		$231K Buy
+1,258
New +$233K 0.23% 65

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

Millington Financial Advisors's VB Position: Q1 2026 in Review

Millington Financial Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 0.13% in Q1 2026, selling an estimated $1.35K and leaving 3,937 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #50.

Millington Financial Advisors first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Millington Financial Advisors held 3,937 shares of Vanguard Small-Cap ETF worth $1.12M as of Q1 2026.
  • Millington Financial Advisors sold 5 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.35K.
  • Vanguard Small-Cap ETF made up 0.47% of Millington Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • Millington Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.