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

Nordwand 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 		– Sell
-16
Closed -$3.5K – 214
2025
Q1 		$3.5K Buy
16
+5
+45% +$1.19K ﹤0.01% 98
2024
Q4 		$2.75K Buy
11
+8
+267% +$1.97K ﹤0.01% 109
2024
Q3 		$712 Hold
3
– – ﹤0.01% 136
2024
Q2 		$654 Hold
3
– – ﹤0.01% 149
2024
Q1 		$686 Hold
3
– – ﹤0.01% 156
2023
Q4 		$640 Hold
3
– – ﹤0.01% 148
2023
Q3 		$567 Hold
3
– – ﹤0.01% 123
2023
Q2 		$597 Hold
3
– – ﹤0.01% 119
2023
Q1 		$569 Buy
+3
New +$582 ﹤0.01% 124

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

Nordwand Advisors's VB Position: Q2 2025 in Review

Nordwand Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 16 shares — an estimated $3.5K sold.

Nordwand Advisors first reported a position in VB in Q1 2023 and held it in 9 quarters. The position peaked at $3.5K in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Nordwand Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Nordwand Advisors sold 16 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $3.5K.
  • Nordwand Advisors first reported a position in Vanguard Small-Cap ETF in Q1 2023 and held it in 9 quarters.
  • Nordwand Advisors's Vanguard Small-Cap ETF position peaked at $3.5K in Q1 2025.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Nordwand Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.