MPS Loria Financial Planners’s Vanguard Small-Cap ETF VB Stock Holding History

MPS Loria Financial Planners’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	$40.4M	Buy	154,343 +2,503	+2%	+$677K	10.67%	4
2025 Q4	$39.2M	Buy	151,840 +2,365	+2%	+$606K	10.07%	4
2025 Q3	$38M	Buy	149,475 +3,136	+2%	+$778K	10.1%	4
2025 Q2	$34.7M	Sell	146,339 -3,855	-3%	-$860K	10.21%	4
2025 Q1	$33.3M	Buy	150,194 +8,079	+6%	+$1.93M	9.88%	4
2024 Q4	$34.1M	Sell	142,115 -579	-0.4%	-$142K	10.11%	3
2024 Q3	$33.9M	Buy	142,694 +4,072	+3%	+$925K	10.09%	4
2024 Q2	$30.2M	Buy	+138,622	New	+$30.4M	9.74%	4

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

MPS Loria Financial Planners's VB Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Vanguard Small-Cap ETF (VB) stake by 1.6% in Q1 2026, buying an estimated $677K and bringing the position to 154,343 shares worth $40.4M. The position accounts for 10.67% of the portfolio, ranked #4.

MPS Loria Financial Planners first reported a position in VB in Q2 2024 and has held it in 8 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

MPS Loria Financial Planners held 154,343 shares of Vanguard Small-Cap ETF worth $40.4M as of Q1 2026.
MPS Loria Financial Planners bought 2,503 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $677K.
Vanguard Small-Cap ETF made up 10.67% of MPS Loria Financial Planners's portfolio in Q1 2026, its #4 holding.
MPS Loria Financial Planners first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.