SMA
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Seven Mile Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

Seven Mile Advisory’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 		$463K Hold
1,768
– – 0.33% 61
2025
Q4 		$456K Hold
1,768
– – 0.08% 121
2025
Q3 		$450K Hold
1,768
– – 0.07% 144
2025
Q2 		$419K Hold
1,768
– – 0.25% 77
2025
Q1 		$392K Hold
1,768
– – 0.26% 81
2024
Q4 		$425K Hold
1,768
– – 0.27% 70
2024
Q3 		$419K Buy
+1,768
New +$402K 0.28% 68

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

Seven Mile Advisory's VB Position: Q1 2026 in Review

Seven Mile Advisory held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,768 shares worth $463K. The position accounts for 0.33% of the portfolio, ranked #61.

Seven Mile Advisory first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Seven Mile Advisory held 1,768 shares of Vanguard Small-Cap ETF worth $463K as of Q1 2026.
  • Seven Mile Advisory left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.33% of Seven Mile Advisory's portfolio in Q1 2026, its #61 holding.
  • Seven Mile Advisory first reported a position in Vanguard Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.