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Premier Path Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Premier Path Wealth 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 		– Sell
-1,296
Closed -$334K – 414
2025
Q4 		$334K Buy
+1,296
New +$332K 0.04% 311

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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

Premier Path Wealth Partners's VB Position: Q1 2026 in Review

Premier Path Wealth Partners sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,296 shares — an estimated $334K sold.

Premier Path Wealth Partners first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $334K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Premier Path Wealth Partners reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,296 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $334K.
  • Premier Path Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Premier Path Wealth Partners's Vanguard Small-Cap ETF position peaked at $334K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.