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

&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	$42.4M	Buy	161,417 +13,179	+9%	+$3.57M	0.21%	97
2025 Q4	$38.3M	Buy	148,238 +29,561	+25%	+$7.57M	0.2%	104
2025 Q3	$30.2M	Buy	118,677 +17,121	+17%	+$4.25M	0.19%	106
2025 Q2	$24M	Buy	101,556 +21,255	+26%	+$4.74M	0.18%	119
2025 Q1	$17.8M	Buy	80,301 +33,764	+73%	+$8.06M	0.19%	118
2024 Q4	$11.3M	Buy	46,537 +14,816	+47%	+$3.65M	0.14%	148
2024 Q3	$7.51M	Buy	31,721 +7,934	+33%	+$1.8M	0.14%	150
2024 Q2	$5.19M	Buy	23,787 +18,861	+383%	+$4.14M	0.23%	101
2024 Q1	$1.09M	Buy	4,926 +1,193	+32%	+$257K	0.15%	142
2023 Q4	$738K	Buy	+3,733	New	+$719K	0.18%	128

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

&Partners's VB Position: Q1 2026 in Review

&Partners increased its Vanguard Small-Cap ETF (VB) stake by 8.9% in Q1 2026, buying an estimated $3.57M and bringing the position to 161,417 shares worth $42.4M. The position accounts for 0.21% of the portfolio, ranked #97.

&Partners first reported a position in VB in Q4 2023 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

&Partners held 161,417 shares of Vanguard Small-Cap ETF worth $42.4M as of Q1 2026.
&Partners bought 13,179 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $3.57M.
Vanguard Small-Cap ETF made up 0.21% of &Partners's portfolio in Q1 2026, its #97 holding.
&Partners first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.