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My Legacy Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

My Legacy 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
2025
Q2 		$398K Sell
1,626
-2,047
-56% -$457K 0.14% 154
2025
Q1 		$814K Buy
3,673
+1,376
+60% +$329K 0.31% 92
2024
Q4 		$565K Buy
+2,297
New +$565K 0.22% 122
2022
Q3 		– Sell
-1,275
Closed -$228K – 208
2022
Q2 		$228K Buy
+1,275
New +$246K 0.11% 188

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

My Legacy Advisors's VB Position: Q2 2025 in Review

My Legacy Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 56% in Q2 2025, selling an estimated $457K and leaving 1,626 shares worth $398K. The position accounts for 0.14% of the portfolio, ranked #154.

My Legacy Advisors first reported a position in VB in Q2 2022 and has held it in 4 quarters since. The position peaked at $814K in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • My Legacy Advisors held 1,626 shares of Vanguard Small-Cap ETF worth $398K as of Q2 2025.
  • My Legacy Advisors sold 2,047 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $457K.
  • Vanguard Small-Cap ETF made up 0.14% of My Legacy Advisors's portfolio in Q2 2025, its #154 holding.
  • My Legacy Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2022 and has held it in 4 quarters since.
  • My Legacy Advisors's Vanguard Small-Cap ETF position peaked at $814K in Q1 2025.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.