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Resources Management Corp’s Vanguard Small-Cap ETF VB Stock Holding History

Resources Management Corp’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 		$299K Sell
1,140
-25
-2% -$6.76K 0.04% 161
2025
Q4 		$301K Sell
1,165
-63
-5% -$16.1K 0.04% 165
2025
Q3 		$312K Sell
1,228
-56
-4% -$13.9K 0.04% 163
2025
Q2 		$304K Sell
1,284
-7
-0.5% -$1.56K 0.04% 171
2025
Q1 		$286K Hold
1,291
– – 0.04% 186
2024
Q4 		$310K Sell
1,291
-20
-2% -$4.92K 0.04% 185
2024
Q3 		$311K Sell
1,311
-5
-0.4% -$1.14K 0.04% 194
2024
Q2 		$287K Sell
1,316
-20
-1% -$4.39K 0.04% 191
2024
Q1 		$305K Buy
1,336
+5
+0.4% +$1.08K 0.04% 190
2023
Q4 		$284K Buy
1,331
+7
+0.5% +$1.35K 0.04% 202
2023
Q3 		$250K Sell
1,324
-19
-1% -$3.79K 0.04% 206
2023
Q2 		$267K Buy
1,343
+468
+53% +$88.4K 0.04% 201
2023
Q1 		$44K Sell
875
-506
-37% -$98.1K 0.01% 291
2022
Q4 		$253K Buy
1,381
+6
+0.4% +$1.11K 0.04% 211
2022
Q3 		$235K Sell
1,375
-125
-8% -$23.6K 0.04% 219
2022
Q2 		$264K Sell
1,500
-45
-3% -$8.69K 0.04% 217
2022
Q1 		$328K Sell
1,545
-775
-33% -$163K 0.05% 212
2021
Q4 		$524K Buy
2,320
+11
+0.5% +$2.5K 0.07% 189
2021
Q3 		$505K Buy
2,309
+18
+0.8% +$4K 0.07% 183
2021
Q2 		$516K Sell
2,291
-193
-8% -$42.8K 0.07% 186
2021
Q1 		$532K Sell
2,484
-21
-0.8% -$4.42K 0.08% 173
2020
Q4 		$488K Sell
2,505
-230
-8% -$40.6K 0.08% 168
2020
Q3 		$421K Sell
2,735
-13
-0.5% -$2K 0.08% 165
2020
Q2 		$400K Buy
2,748
+521
+23% +$70K 0.08% 172
2020
Q1 		$257K Sell
2,227
-35
-2% -$5.26K 0.06% 190
2019
Q4 		$375K Buy
2,262
+15
+0.7% +$2.39K 0.06% 178
2019
Q3 		$346K Buy
+2,247
New +$348K 0.06% 179
2018
Q4 		$260K Buy
1,976
+496
+34% +$72.2K 0.06% 186
2018
Q3 		$240K Buy
+1,480
New +$239K 0.04% 203

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

Resources Management Corp's VB Position: Q1 2026 in Review

Resources Management Corp reduced its Vanguard Small-Cap ETF (VB) stake by 2.1% in Q1 2026, selling an estimated $6.76K and leaving 1,140 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #161.

Resources Management Corp first reported a position in VB in Q3 2018 and has held it in 29 quarters since. The position peaked at $532K in Q1 2021. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Resources Management Corp held 1,140 shares of Vanguard Small-Cap ETF worth $299K as of Q1 2026.
  • Resources Management Corp sold 25 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $6.76K.
  • Vanguard Small-Cap ETF made up 0.04% of Resources Management Corp's portfolio in Q1 2026, its #161 holding.
  • Resources Management Corp first reported a position in Vanguard Small-Cap ETF in Q3 2018 and has held it in 29 quarters since.
  • Resources Management Corp's Vanguard Small-Cap ETF position peaked at $532K in Q1 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.