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MilWealth Group’s Vanguard Small-Cap ETF VB Stock Holding History

MilWealth Group’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 		$45.3M Buy
172,797
+476
+0.3% +$129K 10.77% 2
2025
Q4 		$44.5M Buy
172,321
+1,926
+1% +$493K 10.58% 2
2025
Q3 		$43.3M Buy
170,395
+649
+0.4% +$161K 10.56% 2
2025
Q2 		$40.2M Buy
169,746
+4,090
+2% +$912K 10.36% 2
2025
Q1 		$36.7M Buy
165,656
+411
+0.2% +$98.2K 10.12% 2
2024
Q4 		$39.7M Sell
165,245
-2,364
-1% -$582K 10.84% 2
2024
Q3 		$39.8M Buy
167,609
+2,094
+1% +$476K 11.66% 2
2024
Q2 		$36.1M Buy
165,515
+978
+0.6% +$215K 11.39% 2
2024
Q1 		$37.6M Sell
164,537
-1,089
-0.7% -$234K 11.99% 2
2023
Q4 		$35.3M Buy
165,626
+3,288
+2% +$634K 11.7% 2
2023
Q3 		$30.7M Buy
162,338
+3,731
+2% +$743K 12.09% 2
2023
Q2 		$31.5M Buy
158,607
+912
+0.6% +$172K 12.2% 2
2023
Q1 		$29.9M Sell
157,695
-2,283
-1% -$443K 11.85% 2
2022
Q4 		$29.4M Buy
159,978
+19
+0% +$3.52K 12.04% 2
2022
Q3 		$27.3M Buy
159,959
+8,632
+6% +$1.63M 11.91% 4
2022
Q2 		$26.7M Sell
151,327
-2,255
-1% -$435K 11.46% 3
2022
Q1 		$32.6M Buy
153,582
+4,010
+3% +$844K 12.48% 2
2021
Q4 		$33.8M Sell
149,572
-1,792
-1% -$407K 12.53% 2
2021
Q3 		$33.1M Buy
151,364
+14,920
+11% +$3.32M 12.73% 2
2021
Q2 		$30.7M Buy
136,444
+1,247
+0.9% +$276K 13.37% 2
2021
Q1 		$28.9M Sell
135,197
-15,333
-10% -$3.23M 13.91% 2
2020
Q4 		$29.3M Sell
150,530
-7,414
-5% -$1.31M 14.52% 2
2020
Q3 		$24.3M Sell
157,944
-5,772
-4% -$887K 13.43% 2
2020
Q2 		$23.9M Buy
163,716
+11,867
+8% +$1.59M 14.15% 2
2020
Q1 		$17.5M Buy
151,849
+24,636
+19% +$3.7M 13.59% 3
2019
Q4 		$21.1M Buy
127,213
+6,714
+6% +$1.07M 16.44% 2
2019
Q3 		$18.5M Buy
120,499
+280
+0.2% +$43.4K 15.57% 2
2019
Q2 		$18.8M Buy
120,219
+1,885
+2% +$291K 16% 2
2019
Q1 		$18.1M Buy
118,334
+23
+0% +$3.42K 16.23% 2
2018
Q4 		$15.6M Buy
+118,311
New +$17.2M 15.14% 3

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

MilWealth Group's VB Position: Q1 2026 in Review

MilWealth Group increased its Vanguard Small-Cap ETF (VB) stake by 0.28% in Q1 2026, buying an estimated $129K and bringing the position to 172,797 shares worth $45.3M. The position accounts for 10.77% of the portfolio, ranked #2.

MilWealth Group first reported a position in VB in Q4 2018 and has held it in 30 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • MilWealth Group held 172,797 shares of Vanguard Small-Cap ETF worth $45.3M as of Q1 2026.
  • MilWealth Group bought 476 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $129K.
  • Vanguard Small-Cap ETF made up 10.77% of MilWealth Group's portfolio in Q1 2026, its #2 holding.
  • MilWealth Group first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.