Physician Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Physician Wealth 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	$490K	Hold	1,869	–	–	0.07%	108
2025 Q4	$482K	Sell	1,869 -214	-10%	-$54.8K	0.07%	105
2025 Q3	$530K	Sell	2,083 -26	-1%	-$6.45K	0.08%	101
2025 Q2	$500K	Sell	2,109 -50	-2%	-$11.2K	0.08%	98
2025 Q1	$479K	Hold	2,159	–	–	0.08%	96
2024 Q4	$519K	Buy	2,159 +644	+43%	+$158K	0.09%	95
2024 Q3	$364K	Buy	+1,515	New	+$344K	0.07%	118
2021 Q4	–	Sell	-890	Closed	-$202K	–	166
2021 Q3	$202K	Sell	890 -229	-20%	-$50.9K	0.06%	156
2021 Q2	$245K	Sell	1,119 -54	-5%	-$12K	0.07%	132
2021 Q1	$256K	Hold	1,173	–	–	0.08%	125
2020 Q4	$249K	Sell	1,173 -306	-21%	-$54K	0.08%	119
2020 Q3	$236K	Sell	1,479 -33	-2%	-$5.07K	0.09%	114
2020 Q2	$240K	Buy	+1,512	New	+$203K	0.1%	116
2020 Q1	–	Sell	-1,210	Closed	-$202K	–	127
2019 Q4	$202K	Buy	+1,210	New	+$193K	0.09%	114

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

Physician Wealth Advisors's VB Position: Q1 2026 in Review

Physician Wealth Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,869 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #108.

Physician Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 14 quarters since. The position peaked at $530K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Physician Wealth Advisors held 1,869 shares of Vanguard Small-Cap ETF worth $490K as of Q1 2026.
Physician Wealth Advisors left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.07% of Physician Wealth Advisors's portfolio in Q1 2026, its #108 holding.
Physician Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 14 quarters since.
Physician Wealth Advisors's Vanguard Small-Cap ETF position peaked at $530K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.