Oak Harbor Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Oak Harbor Wealth Partners’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	$1.02M	Buy	3,884 +1,302	+50%	+$352K	0.24%	93
2025 Q4	$666K	Buy	2,582 +693	+37%	+$178K	0.16%	114
2025 Q3	$480K	Buy	1,889 +187	+11%	+$46.4K	0.12%	137
2025 Q2	$403K	Buy	+1,702	New	+$380K	0.11%	146
2024 Q3	–	Sell	-32	Closed	-$6.98K	–	224
2024 Q2	$6.98K	Hold	32	–	–	﹤0.01%	211
2024 Q1	$7.32K	Sell	32 -19	-37%	-$4.09K	﹤0.01%	215
2023 Q4	$10.9K	Hold	51	–	–	﹤0.01%	211
2023 Q3	$9.64K	Hold	51	–	–	﹤0.01%	212
2023 Q2	$10.1K	Hold	51	–	–	﹤0.01%	223
2023 Q1	$9.67K	Hold	51	–	–	﹤0.01%	212
2022 Q4	$9.36K	Hold	51	–	–	﹤0.01%	207
2022 Q3	$9K	Hold	51	–	–	﹤0.01%	202
2022 Q2	$9K	Hold	51	–	–	﹤0.01%	206
2022 Q1	$11K	Hold	51	–	–	﹤0.01%	219
2021 Q4	$12K	Buy	+51	New	+$11.6K	﹤0.01%	224

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

Oak Harbor Wealth Partners's VB Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Small-Cap ETF (VB) stake by 50% in Q1 2026, buying an estimated $352K and bringing the position to 3,884 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #93.

Oak Harbor Wealth Partners first reported a position in VB in Q4 2021 and has held it in 15 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Oak Harbor Wealth Partners held 3,884 shares of Vanguard Small-Cap ETF worth $1.02M as of Q1 2026.
Oak Harbor Wealth Partners bought 1,302 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $352K.
Vanguard Small-Cap ETF made up 0.24% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #93 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.