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Parkworth Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Parkworth Wealth Management’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 		$522K Hold
2,203
– – 0.38% 39
2025
Q1 		$489K Buy
2,203
+12
+0.5% +$2.87K 0.39% 38
2024
Q4 		$526K Buy
+2,191
New +$539K 0.44% 36

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

Parkworth Wealth Management's VB Position: Q2 2025 in Review

Parkworth Wealth Management held its Vanguard Small-Cap ETF (VB) position steady in Q2 2025 at 2,203 shares worth $522K. The position accounts for 0.38% of the portfolio, ranked #39.

Parkworth Wealth Management first reported a position in VB in Q4 2024 and has held it in 3 quarters since. The position peaked at $526K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Parkworth Wealth Management held 2,203 shares of Vanguard Small-Cap ETF worth $522K as of Q2 2025.
  • Parkworth Wealth Management left its Vanguard Small-Cap ETF share count unchanged in Q2 2025.
  • Vanguard Small-Cap ETF made up 0.38% of Parkworth Wealth Management's portfolio in Q2 2025, its #39 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Vanguard Small-Cap ETF position peaked at $526K in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.