Shared Vision Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History

Shared Vision Wealth Group’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	$299K	Hold	1,141	–	–	0.12%	81
2025 Q4	$313K	Hold	1,141	–	–	0.13%	78
2025 Q3	$290K	Hold	1,141	–	–	0.12%	77
2025 Q2	$276K	Hold	1,141	–	–	0.14%	67
2025 Q1	$253K	Hold	1,141	–	–	0.14%	69
2024 Q4	$274K	Hold	1,141	–	–	0.14%	65
2024 Q3	$271K	Hold	1,141	–	–	0.14%	63
2024 Q2	$249K	Hold	1,141	–	–	0.14%	65
2024 Q1	$261K	Hold	1,141	–	–	0.16%	61
2023 Q4	$243K	Buy	+1,141	New	+$220K	0.16%	66

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shared Vision Wealth Group's VB Position: Q1 2026 in Review

Shared Vision Wealth Group held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,141 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #81.

Shared Vision Wealth Group first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $313K in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Shared Vision Wealth Group held 1,141 shares of Vanguard Small-Cap ETF worth $299K as of Q1 2026.
Shared Vision Wealth Group left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.12% of Shared Vision Wealth Group's portfolio in Q1 2026, its #81 holding.
Shared Vision Wealth Group first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Vanguard Small-Cap ETF position peaked at $313K in Q4 2025.
2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.