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

Mittelman 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	$3.06M	Sell	11,683 -3,972	-25%	-$1.07M	1.91%	14
2025 Q4	$4.04M	Sell	15,655 -1,309	-8%	-$335K	2.62%	11
2025 Q3	$4.31M	Sell	16,964 -5,649	-25%	-$1.4M	2.82%	10
2025 Q2	$5.36M	Buy	22,613 +6,970	+45%	+$1.55M	4.52%	8
2025 Q1	$3.47M	Buy	15,643 +3,337	+27%	+$797K	3.13%	8
2024 Q4	$2.96M	Sell	12,306 -4,148	-25%	-$1.02M	2.75%	8
2024 Q3	$3.9M	Buy	16,454 +14,097	+598%	+$3.2M	2.22%	9
2024 Q2	$514K	Sell	2,357 -144	-6%	-$31.6K	0.33%	49
2024 Q1	$572K	Buy	+2,501	New	+$538K	0.39%	44

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

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

Mittelman Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 25% in Q1 2026, selling an estimated $1.07M and leaving 11,683 shares worth $3.06M. The position accounts for 1.91% of the portfolio, ranked #14.

Mittelman Wealth Management first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.36M in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Mittelman Wealth Management held 11,683 shares of Vanguard Small-Cap ETF worth $3.06M as of Q1 2026.
Mittelman Wealth Management sold 3,972 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.07M.
Vanguard Small-Cap ETF made up 1.91% of Mittelman Wealth Management's portfolio in Q1 2026, its #14 holding.
Mittelman Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's Vanguard Small-Cap ETF position peaked at $5.36M in Q2 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.