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Paladin Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-398
Closed -$73K – 487
2022
Q4 		$73K Hold
398
– – 0.06% 136
2022
Q3 		$68K Hold
398
– – 0.06% 139
2022
Q2 		$70K Buy
+398
New +$76.9K 0.06% 140
2022
Q1 		– Sell
-386
Closed -$87K – 506
2021
Q4 		$87K Buy
+386
New +$87.7K 0.07% 144

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

Paladin Advisory Group's VB Position: Q1 2026 in Review

Paladin Advisory Group reduced its Vanguard Small-Cap ETF (VB) stake by 9.5% in Q1 2026, selling an estimated $11.9K and leaving 421 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #115.

Paladin Advisory Group first reported a position in VB in Q1 2022 and has held it in 14 quarters since. The position peaked at $146K in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Paladin Advisory Group held 421 shares of Vanguard Small-Cap ETF worth $110K as of Q1 2026.
  • Paladin Advisory Group sold 44 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $11.9K.
  • Vanguard Small-Cap ETF made up 0.08% of Paladin Advisory Group's portfolio in Q1 2026, its #115 holding.
  • Paladin Advisory Group first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Vanguard Small-Cap ETF position peaked at $146K in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.