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

Obermeyer 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 		$594K Buy
2,268
+142
+7% +$38.4K 0.03% 159
2025
Q4 		$548K Sell
2,126
-181
-8% -$46.4K 0.03% 164
2025
Q3 		$587K Buy
2,307
+58
+3% +$14.4K 0.03% 147
2025
Q2 		$533K Buy
2,249
+350
+18% +$78.1K 0.03% 154
2025
Q1 		$421K Hold
1,899
– – 0.02% 165
2024
Q4 		$456K Sell
1,899
-757
-29% -$186K 0.02% 163
2024
Q3 		$630K Buy
2,656
+450
+20% +$102K 0.03% 133
2024
Q2 		$481K Sell
2,206
-531
-19% -$117K 0.03% 148
2024
Q1 		$626K Buy
2,737
+471
+21% +$101K 0.04% 122
2023
Q4 		$483K Sell
2,266
-531
-19% -$102K 0.03% 117
2023
Q3 		$529K Sell
2,797
-180
-6% -$35.9K 0.04% 108
2023
Q2 		$592K Hold
2,977
– – 0.04% 106
2023
Q1 		$564K Buy
2,977
+1,179
+66% +$229K 0.04% 104
2022
Q4 		$330K Buy
1,798
+336
+23% +$62.3K 0.03% 149
2022
Q3 		$250K Buy
+1,462
New +$276K 0.02% 174

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

Obermeyer Wealth Partners's VB Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Vanguard Small-Cap ETF (VB) stake by 6.7% in Q1 2026, buying an estimated $38.4K and bringing the position to 2,268 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #159.

Obermeyer Wealth Partners first reported a position in VB in Q3 2022 and has held it in 15 quarters since. The position peaked at $630K in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Obermeyer Wealth Partners held 2,268 shares of Vanguard Small-Cap ETF worth $594K as of Q1 2026.
  • Obermeyer Wealth Partners bought 142 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $38.4K.
  • Vanguard Small-Cap ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #159 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • Obermeyer Wealth Partners's Vanguard Small-Cap ETF position peaked at $630K in Q3 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.