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

Paulson 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
2026 Q1	$1.32M	Sell	5,050 -218	-4%	-$59K	0.31%	35
2025 Q4	$1.36M	Sell	5,268 -766	-13%	-$196K	0.31%	37
2025 Q3	$1.53M	Sell	6,034 -211	-3%	-$52.3K	0.36%	33
2025 Q2	$1.48M	Buy	6,245 +343	+6%	+$76.5K	0.38%	29
2025 Q1	$1.31M	Sell	5,902 -3,237	-35%	-$773K	0.37%	31
2024 Q4	$2.2M	Sell	9,139 -2,638	-22%	-$649K	0.6%	25
2024 Q3	$2.79M	Sell	11,777 -2,358	-17%	-$536K	0.75%	22
2024 Q2	$3.08M	Sell	14,135 -931	-6%	-$204K	0.9%	20
2024 Q1	$3.44M	Sell	15,066 -1,179	-7%	-$254K	1.01%	18
2023 Q4	$3.47M	Sell	16,245 -189	-1%	-$36.4K	1.11%	18
2023 Q3	$3.11M	Sell	16,434 -20	-0.1%	-$3.98K	1.09%	18
2023 Q2	$3.27M	Buy	+16,454	New	+$3.11M	1.12%	18
2018 Q1	–	Sell	-28	Closed	-$4K	–	509
2017 Q4	$4K	Buy	+28	New	+$4.05K	﹤0.01%	492

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

Paulson Wealth Management's VB Position: Q1 2026 in Review

Paulson Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q1 2026, selling an estimated $59K and leaving 5,050 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #35.

Paulson Wealth Management first reported a position in VB in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.47M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Paulson Wealth Management held 5,050 shares of Vanguard Small-Cap ETF worth $1.32M as of Q1 2026.
Paulson Wealth Management sold 218 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $59K.
Vanguard Small-Cap ETF made up 0.31% of Paulson Wealth Management's portfolio in Q1 2026, its #35 holding.
Paulson Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 13 quarters since.
Paulson Wealth Management's Vanguard Small-Cap ETF position peaked at $3.47M in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.