Nabity-Jensen Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History

Nabity-Jensen Investment 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	$1.36M	Sell	5,181 -21	-0.4%	-$5.68K	0.94%	24
2025 Q4	$1.34M	Buy	5,202 +508	+11%	+$130K	0.91%	25
2025 Q3	$1.19M	Sell	4,694 -208	-4%	-$51.6K	0.83%	25
2025 Q2	$1.16M	Sell	4,902 -60	-1%	-$13.4K	0.86%	25
2025 Q1	$1.1M	Sell	4,962 -495	-9%	-$118K	0.87%	27
2024 Q4	$1.31M	Buy	5,457 +191	+4%	+$47K	0.99%	25
2024 Q3	$1.25M	Buy	5,266 +149	+3%	+$33.9K	0.96%	25
2024 Q2	$1.12M	Buy	5,117 +226	+5%	+$49.6K	0.91%	26
2024 Q1	$1.12M	Buy	4,891 +30	+0.6%	+$6.45K	0.92%	25
2023 Q4	$1.04M	Buy	+4,861	New	+$937K	0.93%	25

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

Nabity-Jensen Investment Management's VB Position: Q1 2026 in Review

Nabity-Jensen Investment Management reduced its Vanguard Small-Cap ETF (VB) stake by 0.4% in Q1 2026, selling an estimated $5.68K and leaving 5,181 shares worth $1.36M. The position accounts for 0.94% of the portfolio, ranked #24.

Nabity-Jensen Investment Management first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Nabity-Jensen Investment Management held 5,181 shares of Vanguard Small-Cap ETF worth $1.36M as of Q1 2026.
Nabity-Jensen Investment Management sold 21 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $5.68K.
Vanguard Small-Cap ETF made up 0.94% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #24 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.