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

Roberts 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 		$13.4M Buy
51,214
+2,016
+4% +$546K 3.41% 5
2025
Q4 		$12.7M Buy
49,198
+841
+2% +$215K 3.31% 6
2025
Q3 		$12.3M Buy
48,357
+33
+0.1% +$8.18K 3.27% 6
2025
Q2 		$11.5M Buy
48,324
+819
+2% +$183K 3.29% 7
2025
Q1 		$10.5M Sell
47,505
-5,776
-11% -$1.38M 3.25% 6
2024
Q4 		$13.1M Buy
53,281
+2,719
+5% +$669K 3.98% 6
2024
Q3 		$11.9M Buy
50,562
+1,144
+2% +$260K 3.85% 5
2024
Q2 		$10.7M Buy
49,418
+1,721
+4% +$378K 3.64% 6
2024
Q1 		$10.2M Buy
47,697
+2,182
+5% +$469K 3.81% 5
2023
Q4 		$28.4M Buy
45,515
+2,917
+7% +$562K 4.42% 5
2023
Q3 		$7.98M Buy
42,598
+1,312
+3% +$261K 3.51% 6
2023
Q2 		$8.21M Sell
41,286
-171
-0.4% -$32.3K 3.61% 5
2023
Q1 		$7.72M Buy
41,457
+571
+1% +$111K 3.54% 5
2022
Q4 		$7.46M Sell
40,886
-3,903
-9% -$723K 3.6% 4
2022
Q3 		$8.09M Buy
44,789
+1,216
+3% +$230K 3.98% 6
2022
Q2 		$7.91M Buy
43,573
+713
+2% +$138K 3.45% 7
2022
Q1 		$9.19M Buy
42,860
+1,664
+4% +$350K 3.6% 6
2021
Q4 		$9.37M Buy
41,196
+2,065
+5% +$469K 3.38% 7
2021
Q3 		$8.56M Buy
+39,131
New +$8.7M 3.39% 8

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

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

Roberts Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q1 2026, buying an estimated $546K and bringing the position to 51,214 shares worth $13.4M. The position accounts for 3.41% of the portfolio, ranked #5.

Roberts Wealth Advisors first reported a position in VB in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.4M in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Roberts Wealth Advisors held 51,214 shares of Vanguard Small-Cap ETF worth $13.4M as of Q1 2026.
  • Roberts Wealth Advisors bought 2,016 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $546K.
  • Vanguard Small-Cap ETF made up 3.41% of Roberts Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Roberts Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Vanguard Small-Cap ETF position peaked at $28.4M in Q4 2023.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.