Passive Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Passive Capital 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
2026 Q1	$917K	Hold	3,502	–	–	0.27%	39
2025 Q4	$903K	Sell	3,502 -50	-1%	-$12.8K	0.28%	40
2025 Q3	$903K	Sell	3,552 -88	-2%	-$21.8K	0.29%	39
2025 Q2	$872K	Hold	3,640	–	–	0.27%	39
2025 Q1	$807K	Buy	3,640 +628	+21%	+$150K	0.26%	38
2024 Q4	$724K	Buy	3,012 +1,000	+50%	+$246K	0.25%	37
2024 Q3	$477K	Hold	2,012	–	–	0.17%	42
2024 Q2	$439K	Sell	2,012 -62	-3%	-$13.6K	0.16%	42
2024 Q1	$474K	Hold	2,074	–	–	0.19%	38
2023 Q4	$442K	Sell	2,074 -4,662	-69%	-$898K	0.18%	39
2023 Q3	$1.27M	Hold	6,736	–	–	0.57%	22
2023 Q2	$1.34M	Hold	6,736	–	–	0.57%	24
2023 Q1	$1.28M	Hold	6,736	–	–	0.56%	25
2022 Q4	$1.24M	Hold	6,736	–	–	0.56%	24
2022 Q3	$1.15M	Hold	6,736	–	–	0.61%	22
2022 Q2	$1.19M	Hold	6,736	–	–	0.6%	21
2022 Q1	$1.43M	Hold	6,736	–	–	0.77%	19
2021 Q4	$1.52M	Buy	+6,736	New	+$1.53M	0.86%	16

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

Passive Capital Management's VB Position: Q1 2026 in Review

Passive Capital Management held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 3,502 shares worth $917K. The position accounts for 0.27% of the portfolio, ranked #39.

Passive Capital Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.52M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Passive Capital Management held 3,502 shares of Vanguard Small-Cap ETF worth $917K as of Q1 2026.
Passive Capital Management left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.27% of Passive Capital Management's portfolio in Q1 2026, its #39 holding.
Passive Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Passive Capital Management's Vanguard Small-Cap ETF position peaked at $1.52M in Q4 2021.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.