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

MY 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 		$3.79M Buy
17,081
+29
+0.2% +$7.85K 3.67% 12
2025
Q4 		$4.4M Sell
17,052
-143
-0.8% -$36.6K 3.83% 10
2025
Q3 		$4.37M Buy
17,195
+176
+1% +$43.6K 3.83% 10
2025
Q2 		$4.03M Sell
17,019
-62
-0.4% -$13.8K 3.86% 12
2025
Q1 		$3.79M Sell
17,081
-97
-0.6% -$23.2K 3.67% 12
2024
Q4 		$4.13M Sell
17,178
-21
-0.1% -$5.17K 4.12% 11
2024
Q3 		$4.08M Buy
17,199
+267
+2% +$60.7K 4.14% 11
2024
Q2 		$3.69M Buy
16,932
+415
+3% +$91.1K 4.2% 11
2024
Q1 		$3.78M Sell
16,517
-2,599
-14% -$559K 4.16% 13
2023
Q4 		$4.08M Buy
19,116
+832
+5% +$160K 3.84% 10
2023
Q3 		$3.46M Sell
18,284
-191
-1% -$38.1K 3.44% 12
2023
Q2 		$3.67M Buy
18,475
+1,258
+7% +$238K 3.35% 13
2023
Q1 		$3.26M Buy
17,217
+69
+0.4% +$13.4K 3.27% 12
2022
Q4 		$3.15M Sell
17,148
-12,233
-42% -$2.27M 4.79% 8
2022
Q3 		$5.02M Buy
29,381
+747
+3% +$141K 5.39% 7
2022
Q2 		$5.04M Sell
28,634
-26
-0.1% -$5.02K 5.45% 8
2022
Q1 		$6.09M Buy
28,660
+13,949
+95% +$2.94M 5.64% 5
2021
Q4 		$3.33M Buy
+14,711
New +$3.34M 2.92% 15

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

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

MY Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.17% in Q1 2026, buying an estimated $7.85K and bringing the position to 17,081 shares worth $3.79M. The position accounts for 3.67% of the portfolio, ranked #12.

MY Wealth Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.09M in Q1 2022. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • MY Wealth Management held 17,081 shares of Vanguard Small-Cap ETF worth $3.79M as of Q1 2026.
  • MY Wealth Management bought 29 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $7.85K.
  • Vanguard Small-Cap ETF made up 3.67% of MY Wealth Management's portfolio in Q1 2026, its #12 holding.
  • MY Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • MY Wealth Management's Vanguard Small-Cap ETF position peaked at $6.09M in Q1 2022.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.