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Schrum Private Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Schrum Private Wealth Management’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 		$1.59M Buy
6,068
+122
+2% +$33K 1.21% 18
2025
Q4 		$1.53M Sell
5,946
-158
-3% -$40.5K 1.13% 22
2025
Q3 		$1.55M Buy
6,104
+166
+3% +$41.2K 1.14% 23
2025
Q2 		$1.41M Buy
5,938
+43
+0.7% +$9.59K 1.13% 26
2025
Q1 		$1.31M Buy
5,895
+33
+0.6% +$7.88K 1.15% 24
2024
Q4 		$1.41M Sell
5,862
-3,600
-38% -$886K 1.19% 22
2024
Q3 		$2.24M Buy
9,462
+5,960
+170% +$1.35M 1.16% 20
2024
Q2 		$764K Sell
3,502
-20
-0.6% -$4.39K 0.69% 40
2024
Q1 		$805K Buy
3,522
+364
+12% +$78.3K 0.73% 39
2023
Q4 		$674K Buy
3,158
+692
+28% +$133K 0.96% 30
2023
Q3 		$467K Buy
2,466
+3
+0.1% +$598 0.53% 54
2023
Q2 		$490K Buy
2,463
+2
+0.1% +$378 0.53% 54
2023
Q1 		$466K Sell
2,461
-318
-11% -$61.7K 0.54% 55
2022
Q4 		$510K Sell
2,779
-4
-0.1% -$741 0.6% 49
2022
Q3 		$476K Buy
2,783
+13
+0.5% +$2.45K 0.6% 49
2022
Q2 		$488K Buy
2,770
+42
+2% +$8.11K 0.55% 56
2022
Q1 		$539K Buy
2,728
+91
+3% +$19.2K 0.54% 55
2021
Q4 		$597K Buy
+2,637
New +$599K 0.54% 52

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

Schrum Private Wealth Management's VB Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 2.1% in Q1 2026, buying an estimated $33K and bringing the position to 6,068 shares worth $1.59M. The position accounts for 1.21% of the portfolio, ranked #18.

Schrum Private Wealth Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q3 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Schrum Private Wealth Management held 6,068 shares of Vanguard Small-Cap ETF worth $1.59M as of Q1 2026.
  • Schrum Private Wealth Management bought 122 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $33K.
  • Vanguard Small-Cap ETF made up 1.21% of Schrum Private Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Schrum Private Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Vanguard Small-Cap ETF position peaked at $2.24M in Q3 2024.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.