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SBI Securities’s Vanguard Small-Cap ETF VB Stock Holding History

SBI Securities’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 		$3.93M Sell
15,016
-5
-0% -$1.35K 0.11% 108
2025
Q4 		$3.87M Sell
15,021
-255
-2% -$65.3K 0.1% 120
2025
Q3 		$3.88M Sell
15,276
-1,128
-7% -$280K 0.1% 120
2025
Q2 		$3.89M Buy
16,404
+35
+0.2% +$7.81K 0.11% 109
2025
Q1 		$3.63M Sell
16,369
-385
-2% -$91.9K 0.12% 109
2024
Q4 		$4.03M Buy
+16,754
New +$4.12M 0.12% 105

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

SBI Securities's VB Position: Q1 2026 in Review

SBI Securities reduced its Vanguard Small-Cap ETF (VB) stake by 0.03% in Q1 2026, selling an estimated $1.35K and leaving 15,016 shares worth $3.93M. The position accounts for 0.11% of the portfolio, ranked #108.

SBI Securities first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.03M in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • SBI Securities held 15,016 shares of Vanguard Small-Cap ETF worth $3.93M as of Q1 2026.
  • SBI Securities sold 5 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.35K.
  • Vanguard Small-Cap ETF made up 0.11% of SBI Securities's portfolio in Q1 2026, its #108 holding.
  • SBI Securities first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Vanguard Small-Cap ETF position peaked at $4.03M in Q4 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.