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Peddock Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Peddock Capital Advisors’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 		$12.6M Buy
48,214
+1,185
+3% +$321K 2.78% 6
2025
Q4 		$12.1M Buy
47,029
+2,381
+5% +$610K 2.54% 6
2025
Q3 		$11.4M Buy
44,648
+101
+0.2% +$25K 2.45% 6
2025
Q2 		$10.6M Buy
44,547
+2,461
+6% +$549K 2.44% 6
2025
Q1 		$9.33M Sell
42,086
-1,912
-4% -$457K 2.36% 8
2024
Q4 		$10.6M Buy
43,998
+2,045
+5% +$503K 2.53% 7
2024
Q3 		$9.95M Buy
41,953
+2,905
+7% +$660K 2.39% 7
2024
Q2 		$8.51M Buy
39,048
+662
+2% +$145K 2.19% 8
2024
Q1 		$8.77M Buy
38,386
+4,374
+13% +$941K 2.3% 8
2023
Q4 		$7.26M Buy
34,012
+607
+2% +$117K 2.21% 8
2023
Q3 		$6.32M Buy
33,405
+518
+2% +$103K 2.11% 8
2023
Q2 		$6.54M Buy
32,887
+1,965
+6% +$371K 2.15% 8
2023
Q1 		$5.86M Buy
30,922
+1,940
+7% +$376K 2.04% 9
2022
Q4 		$5.32M Buy
28,982
+1,150
+4% +$213K 2.06% 9
2022
Q3 		$4.76M Buy
27,832
+429
+2% +$81K 1.95% 9
2022
Q2 		$4.83M Buy
27,403
+6
+0% +$1.16K 1.89% 9
2022
Q1 		$5.82M Buy
27,397
+517
+2% +$109K 1.89% 8
2021
Q4 		$6.08M Buy
26,880
+390
+1% +$88.6K 2.01% 8
2021
Q3 		$5.79M Buy
26,490
+191
+0.7% +$42.5K 2.06% 9
2021
Q2 		$5.84M Buy
26,299
+1,076
+4% +$238K 2.04% 9
2021
Q1 		$5.4M Buy
25,223
+186
+0.7% +$39.2K 2.06% 9
2020
Q4 		$4.87M Buy
25,037
+101
+0.4% +$17.8K 2.54% 7
2020
Q3 		$3.83M Buy
24,936
+669
+3% +$103K 2.35% 7
2020
Q2 		$3.54M Sell
24,267
-505
-2% -$67.8K 2.23% 8
2020
Q1 		$2.86M Sell
24,772
-337
-1% -$50.6K 2.14% 8
2019
Q4 		$4.16M Buy
25,109
+715
+3% +$114K 2.13% 7
2019
Q3 		$3.75M Sell
24,394
-1,529
-6% -$237K 2.08% 7
2019
Q2 		$4.06M Buy
25,923
+60
+0.2% +$9.27K 2.16% 7
2019
Q1 		$3.95M Sell
25,863
-2,920
-10% -$434K 2.14% 6
2018
Q4 		$3.8M Sell
28,783
-1,048
-4% -$153K 2.25% 5
2018
Q3 		$4.85M Sell
29,831
-972
-3% -$157K 2.34% 5
2018
Q2 		$4.79M Buy
30,803
+502
+2% +$76.8K 2.4% 5
2018
Q1 		$4.45M Buy
30,301
+3,454
+13% +$516K 2.35% 7
2017
Q4 		$3.97M Buy
26,847
+29
+0.1% +$4.2K 1.99% 7
2017
Q3 		$3.79M Buy
26,818
+746
+3% +$102K 1.94% 7
2017
Q2 		$3.53M Buy
26,072
+2,396
+10% +$321K 1.88% 7
2017
Q1 		$3.16M Buy
23,676
+3,390
+17% +$449K 1.82% 7
2016
Q4 		$2.62M Buy
20,286
+381
+2% +$47.3K 1.53% 6
2016
Q3 		$2.43M Buy
19,905
+859
+5% +$104K 1.5% 7
2016
Q2 		$2.2M Buy
19,046
+1,677
+10% +$190K 1.41% 6
2016
Q1 		$1.94M Sell
17,369
-250
-1% -$25.9K 1.46% 7
2015
Q4 		$1.95M Buy
17,619
+1,130
+7% +$128K 1.49% 7
2015
Q3 		$1.78M Buy
16,489
+228
+1% +$26.7K 1.62% 6
2015
Q2 		$1.98M Buy
16,261
+299
+2% +$36.7K 1.61% 6
2015
Q1 		$1.96M Buy
15,962
+260
+2% +$30.8K 1.62% 6
2014
Q4 		$1.83M Buy
15,702
+3,371
+27% +$384K 1.48% 7
2014
Q3 		$1.36M Hold
12,331
– – 1.11% 17
2014
Q2 		$1.44M Hold
12,331
– – 1.09% 13
2014
Q1 		$1.39M Hold
12,331
– – 1.09% 12
2013
Q4 		$1.36M Buy
+12,331
New +$1.31M 1.05% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Peddock Capital Advisors's VB Position: Q1 2026 in Review

Peddock Capital Advisors increased its Vanguard Small-Cap ETF (VB) stake by 2.5% in Q1 2026, buying an estimated $321K and bringing the position to 48,214 shares worth $12.6M. The position accounts for 2.78% of the portfolio, ranked #6.

Peddock Capital Advisors first reported a position in VB in Q4 2013 and has held it in 50 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Peddock Capital Advisors held 48,214 shares of Vanguard Small-Cap ETF worth $12.6M as of Q1 2026.
  • Peddock Capital Advisors bought 1,185 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $321K.
  • Vanguard Small-Cap ETF made up 2.78% of Peddock Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • Peddock Capital Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.