Mutual Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.02M | Sell |
30,620
-4,740
| -13% | -$1.28M | 0.17% | 109 |
|
|
2025
Q4 | $9.12M | Buy |
35,360
+264
| +0.8% | +$67.6K | 0.2% | 105 |
|
|
2025
Q3 | $9.02M | Buy |
35,096
+945
| +3% | +$234K | 0.2% | 103 |
|
|
2025
Q2 | $8.43M | Buy |
34,151
+6,224
| +22% | +$1.39M | 0.21% | 97 |
|
|
2025
Q1 | $6M | Sell |
27,927
-2,512
| -8% | -$600K | 0.17% | 120 |
|
|
2024
Q4 | $7.53M | Buy |
30,439
+7,656
| +34% | +$1.88M | 0.22% | 88 |
|
|
2024
Q3 | $5.41M | Sell |
22,783
-4,720
| -17% | -$1.07M | 0.16% | 129 |
|
|
2024
Q2 | $6.36M | Buy |
27,503
+3,046
| +12% | +$669K | 0.19% | 107 |
|
|
2024
Q1 | $5.59M | Sell |
24,457
-5,651
| -19% | -$1.22M | 0.18% | 112 |
|
|
2023
Q4 | $6.42M | Sell |
30,108
-5,166
| -15% | -$995K | 0.22% | 94 |
|
|
2023
Q3 | $6.67M | Buy |
35,274
+12,007
| +52% | +$2.39M | 0.26% | 71 |
|
|
2023
Q2 | $4.63M | Sell |
23,267
-8,274
| -26% | -$1.56M | 0.18% | 113 |
|
|
2023
Q1 | $5.98M | Buy |
31,541
+4,198
| +15% | +$814K | 0.25% | 84 |
|
|
2022
Q4 | $5.02M | Sell |
27,343
-2,950
| -10% | -$547K | 0.22% | 95 |
|
|
2022
Q3 | $5.18M | Buy |
30,293
+9,822
| +48% | +$1.85M | 0.27% | 76 |
|
|
2022
Q2 | $3.6M | Buy |
20,471
+1,982
| +11% | +$383K | 0.24% | 94 |
|
|
2022
Q1 | $3.93M | Buy |
18,489
+5,237
| +40% | +$1.1M | 0.22% | 96 |
|
|
2021
Q4 | $3M | Buy |
13,252
+4,619
| +54% | +$1.05M | 0.16% | 152 |
|
|
2021
Q3 | $1.89M | Sell |
8,633
-7,467
| -46% | -$1.66M | 0.11% | 226 |
|
|
2021
Q2 | $3.63M | Sell |
16,100
-126
| -0.8% | -$27.9K | 0.22% | 114 |
|
|
2021
Q1 | $3.47M | Buy |
16,226
+10,488
| +183% | +$2.21M | 0.24% | 100 |
|
|
2020
Q4 | $1.12M | Hold |
5,738
| – | – | 0.08% | 281 |
|
|
2020
Q3 | $882K | Sell |
5,738
-60
| -1% | -$9.22K | 0.08% | 276 |
|
|
2020
Q2 | $845K | Buy |
5,798
+2,640
| +84% | +$354K | 0.08% | 252 |
|
|
2020
Q1 | $365K | Sell |
3,158
-2,231
| -41% | -$335K | 0.05% | 361 |
|
|
2019
Q4 | $893K | Sell |
5,389
-738
| -12% | -$118K | 0.1% | 249 |
|
|
2019
Q3 | $943K | Buy |
6,127
+12
| +0.2% | +$1.86K | 0.12% | 206 |
|
|
2019
Q2 | $958K | Buy |
6,115
+731
| +14% | +$113K | 0.12% | 213 |
|
|
2019
Q1 | $823K | Buy |
5,384
+321
| +6% | +$47.7K | 0.12% | 203 |
|
|
2018
Q4 | $668K | Sell |
5,063
-748
| -13% | -$109K | 0.13% | 189 |
|
|
2018
Q3 | $945K | Buy |
5,811
+768
| +15% | +$124K | 0.14% | 178 |
|
|
2018
Q2 | $785K | Buy |
5,043
+140
| +3% | +$21.4K | 0.18% | 176 |
|
|
2018
Q1 | $720K | Buy |
4,903
+500
| +11% | +$74.6K | 0.18% | 186 |
|
|
2017
Q4 | $651K | Buy |
+4,403
| New | +$637K | 0.25% | 120 |
|
Other funds holding VB
Mutual Advisors's VB Position: Q1 2026 in Review
Mutual Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 13% in Q1 2026, selling an estimated $1.28M and leaving 30,620 shares worth $8.02M. The position accounts for 0.17% of the portfolio, ranked #109.
Mutual Advisors first reported a position in VB in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.12M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Mutual Advisors held 30,620 shares of Vanguard Small-Cap ETF worth $8.02M as of Q1 2026.
- Mutual Advisors sold 4,740 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.28M.
- Vanguard Small-Cap ETF made up 0.17% of Mutual Advisors's portfolio in Q1 2026, its #109 holding.
- Mutual Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Vanguard Small-Cap ETF position peaked at $9.12M in Q4 2025.
- 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.