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Retirement Guys Formula’s Vanguard Small-Cap ETF VB Stock Holding History

Retirement Guys Formula’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 		$1.76M Buy
6,730
+104
+2% +$28.1K 0.81% 49
2025
Q4 		$1.69M Buy
6,626
+671
+11% +$172K 0.77% 49
2025
Q3 		$1.5M Sell
5,955
-198
-3% -$49.1K 0.53% 60
2025
Q2 		$1.41M Sell
6,153
-76
-1% -$17K 0.54% 65
2025
Q1 		$1.39M Buy
6,229
+3,604
+137% +$861K 0.69% 58
2024
Q4 		$631K Buy
2,625
+1,193
+83% +$294K 0.32% 89
2024
Q3 		$340K Sell
1,432
-293
-17% -$66.6K 0.16% 99
2024
Q2 		$376K Buy
1,725
+224
+15% +$49.2K 0.18% 102
2024
Q1 		$343K Buy
1,501
+508
+51% +$109K 0.17% 105
2023
Q4 		$212K Buy
+993
New +$191K 0.11% 123
2022
Q4 		– Sell
-2,395
Closed -$409K – 137
2022
Q3 		$409K Sell
2,395
-58
-2% -$11K 0.43% 60
2022
Q2 		$432K Sell
2,453
-877
-26% -$169K 0.44% 61
2022
Q1 		$708K Sell
3,330
-2,215
-40% -$466K 0.47% 30
2021
Q4 		$1.25M Buy
+5,545
New +$1.26M 0.99% 18

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

Retirement Guys Formula's VB Position: Q1 2026 in Review

Retirement Guys Formula increased its Vanguard Small-Cap ETF (VB) stake by 1.6% in Q1 2026, buying an estimated $28.1K and bringing the position to 6,730 shares worth $1.76M. The position accounts for 0.81% of the portfolio, ranked #49.

Retirement Guys Formula first reported a position in VB in Q4 2021 and has held it in 14 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Retirement Guys Formula held 6,730 shares of Vanguard Small-Cap ETF worth $1.76M as of Q1 2026.
  • Retirement Guys Formula bought 104 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $28.1K.
  • Vanguard Small-Cap ETF made up 0.81% of Retirement Guys Formula's portfolio in Q1 2026, its #49 holding.
  • Retirement Guys Formula first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.