My Personal CFO LLC’s Vanguard Small-Cap ETF VB Stock Holding History

My Personal CFO LLC’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	$547K	Sell	2,089 -823	-28%	-$223K	0.24%	55
2025 Q4	$751K	Buy	2,912 +1,667	+134%	+$427K	0.31%	50
2025 Q3	$317K	Sell	1,245 -1,652	-57%	-$410K	0.12%	70
2025 Q2	$687K	Sell	2,897 -38	-1%	-$8.48K	0.31%	50
2025 Q1	$651K	Buy	2,935 +246	+9%	+$58.7K	0.33%	53
2024 Q4	$646K	Buy	2,689 +12	+0.4%	+$2.95K	0.33%	53
2024 Q3	$635K	Buy	2,677 +6	+0.2%	+$1.36K	0.35%	53
2024 Q2	$582K	Buy	2,671 +58	+2%	+$12.7K	0.31%	58
2024 Q1	$597K	Buy	2,613 +4	+0.2%	+$860	0.34%	59
2023 Q4	$557K	Buy	2,609 +1,080	+71%	+$208K	0.36%	56
2023 Q3	$289K	Buy	1,529 +3	+0.2%	+$598	0.23%	66
2023 Q2	$304K	Buy	1,526 +2	+0.1%	+$378	0.24%	63
2023 Q1	$289K	Buy	1,524 +25	+2%	+$4.85K	0.25%	59
2022 Q4	$275K	Buy	1,499 +3	+0.2%	+$556	0.25%	56
2022 Q3	$260K	Buy	1,496 +3	+0.2%	+$566	0.4%	51
2022 Q2	$263K	Buy	1,493 +2	+0.1%	+$386	0.34%	49
2022 Q1	$317K	Buy	1,491 +2	+0.1%	+$421	0.33%	45
2021 Q4	$337K	Buy	+1,489	New	+$338K	0.29%	47

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

My Personal CFO LLC's VB Position: Q1 2026 in Review

My Personal CFO LLC reduced its Vanguard Small-Cap ETF (VB) stake by 28% in Q1 2026, selling an estimated $223K and leaving 2,089 shares worth $547K. The position accounts for 0.24% of the portfolio, ranked #55.

My Personal CFO LLC first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $751K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

My Personal CFO LLC held 2,089 shares of Vanguard Small-Cap ETF worth $547K as of Q1 2026.
My Personal CFO LLC sold 823 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $223K.
Vanguard Small-Cap ETF made up 0.24% of My Personal CFO LLC's portfolio in Q1 2026, its #55 holding.
My Personal CFO LLC first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
My Personal CFO LLC's Vanguard Small-Cap ETF position peaked at $751K in Q4 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.