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

Peachtree Investment 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	$11.8K	Buy	97 +2	+2%	+$541	﹤0.01%	118
2025 Q4	$24.5K	Buy	95 +3	+3%	+$769	0.01%	109
2025 Q3	$23.5K	Buy	92 +2	+2%	+$496	0.01%	111
2025 Q2	$21.4K	Buy	90 +2	+2%	+$446	0.01%	109
2025 Q1	$19.6K	Buy	88 +2	+2%	+$478	0.01%	104
2024 Q4	$20.7K	Buy	86 +2	+2%	+$492	0.01%	92
2024 Q3	$19.9K	Buy	84 +2	+2%	+$454	0.01%	98
2024 Q2	$17.8K	Buy	82 +2	+3%	+$439	0.01%	87
2024 Q1	$18.3K	Buy	80 +1	+1%	+$215	0.01%	87
2023 Q4	$16.8K	Buy	79 +3	+4%	+$578	0.01%	95
2023 Q3	$13.7K	Buy	76 +3	+4%	+$598	0.01%	93
2023 Q2	$15.3K	Buy	73 +3	+4%	+$567	0.01%	99
2023 Q1	$13.2K	Buy	70 +2	+3%	+$388	0.01%	88
2022 Q4	$13.4K	Buy	+68	New	+$12.6K	0.01%	90

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

Peachtree Investment Partners's VB Position: Q1 2026 in Review

Peachtree Investment Partners increased its Vanguard Small-Cap ETF (VB) stake by 2.1% in Q1 2026, buying an estimated $541 and bringing the position to 97 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Peachtree Investment Partners first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.5K in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Peachtree Investment Partners held 97 shares of Vanguard Small-Cap ETF worth $11.8K as of Q1 2026.
Peachtree Investment Partners bought 2 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $541.
Vanguard Small-Cap ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #118 holding.
Peachtree Investment Partners first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Peachtree Investment Partners's Vanguard Small-Cap ETF position peaked at $24.5K in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.