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Nalls Sherbakoff Group’s Vanguard Small-Cap ETF VB Stock Holding History

Nalls Sherbakoff Group’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 		– Sell
-96
Closed -$21.3K – 467
2025
Q1 		$21.3K Buy
+96
New +$22.9K 0.02% 242
2023
Q2 		– Sell
-24
Closed -$4.46K – 513
2023
Q1 		$4.46K Buy
+24
New +$4.65K ﹤0.01% 316
2018
Q4 		$23K Buy
+175
New +$25.5K 0.04% 203

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

Nalls Sherbakoff Group's VB Position: Q2 2025 in Review

Nalls Sherbakoff Group sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 96 shares — an estimated $21.3K sold.

Nalls Sherbakoff Group first reported a position in VB in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q4 2018. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Nalls Sherbakoff Group reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 96 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $21.3K.
  • Nalls Sherbakoff Group first reported a position in Vanguard Small-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Nalls Sherbakoff Group's Vanguard Small-Cap ETF position peaked at $23K in Q4 2018.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2025, filed 12 Mar 2026.