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

Per Stirling 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 		$472K Buy
1,801
+363
+25% +$98.2K 0.05% 203
2025
Q4 		$371K Sell
1,438
-209
-13% -$53.5K 0.04% 220
2025
Q3 		$419K Sell
1,647
-8
-0.5% -$1.98K 0.05% 198
2025
Q2 		$392K Sell
1,655
-33
-2% -$7.36K 0.05% 194
2025
Q1 		$374K Sell
1,688
-1
-0.1% -$239 0.05% 193
2024
Q4 		$406K Sell
1,689
-216
-11% -$53.1K 0.06% 186
2024
Q3 		$452K Buy
1,905
+28
+1% +$6.36K 0.06% 194
2024
Q2 		$409K Sell
1,877
-459
-20% -$101K 0.07% 183
2024
Q1 		$534K Sell
2,336
-178
-7% -$38.3K 0.09% 137
2023
Q4 		$536K Sell
2,514
-188
-7% -$36.2K 0.1% 125
2023
Q3 		$511K Sell
2,702
-72
-3% -$14.3K 0.11% 119
2023
Q2 		$552K Sell
2,774
-537
-16% -$101K 0.11% 110
2023
Q1 		$628K Sell
3,311
-3,860
-54% -$749K 0.14% 91
2022
Q4 		$1.32M Buy
+7,171
New +$1.33M 0.24% 62

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

Per Stirling Capital Management's VB Position: Q1 2026 in Review

Per Stirling Capital Management increased its Vanguard Small-Cap ETF (VB) stake by 25% in Q1 2026, buying an estimated $98.2K and bringing the position to 1,801 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #203.

Per Stirling Capital Management first reported a position in VB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.32M in Q4 2022. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Per Stirling Capital Management held 1,801 shares of Vanguard Small-Cap ETF worth $472K as of Q1 2026.
  • Per Stirling Capital Management bought 363 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $98.2K.
  • Vanguard Small-Cap ETF made up 0.05% of Per Stirling Capital Management's portfolio in Q1 2026, its #203 holding.
  • Per Stirling Capital Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's Vanguard Small-Cap ETF position peaked at $1.32M in Q4 2022.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.