SBIA
VB icon

Sheaff Brock Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$301K Buy
1,356
+97
+8% +$23.2K 0.03% 333
2024
Q4 		$303K Buy
1,259
+376
+43% +$92.5K 0.03% 333
2024
Q3 		$210K Buy
+883
New +$201K 0.02% 392
2023
Q4 		– Sell
-1,059
Closed -$200K – 500
2023
Q3 		$200K Hold
1,059
– – 0.02% 396
2023
Q2 		$211K Buy
1,059
+1
+0.1% +$189 0.02% 413
2023
Q1 		$201K Buy
+1,058
New +$205K 0.02% 439
2022
Q2 		– Sell
-1,182
Closed -$251K – 546
2022
Q1 		$251K Sell
1,182
-19
-2% -$4K 0.02% 415
2021
Q4 		$272K Buy
1,201
+100
+9% +$22.7K 0.02% 412
2021
Q3 		$241K Buy
1,101
+60
+6% +$13.3K 0.02% 441
2021
Q2 		$234K Buy
+1,041
New +$231K 0.02% 425
2019
Q4 		– Sell
-2,552
Closed -$393K – 499
2019
Q3 		$393K Sell
2,552
-193
-7% -$29.9K 0.04% 287
2019
Q2 		$430K Buy
2,745
+1
+0% +$155 0.05% 269
2019
Q1 		$419K Hold
2,744
– – 0.05% 278
2018
Q4 		$362K Buy
2,744
+153
+6% +$22.3K 0.06% 277
2018
Q3 		$421K Hold
2,591
– – 0.04% 296
2018
Q2 		$403K Sell
2,591
-40
-2% -$6.12K 0.04% 304
2018
Q1 		$387K Hold
2,631
– – 0.04% 306
2017
Q4 		$389K Hold
2,631
– – 0.05% 298
2017
Q3 		$372K Hold
2,631
– – 0.05% 314
2017
Q2 		$357K Sell
2,631
-4,516
-63% -$605K 0.05% 349
2017
Q1 		$953K Buy
7,147
+4,711
+193% +$623K 0.12% 154
2016
Q4 		$314K Buy
2,436
+681
+39% +$84.5K 0.04% 390
2016
Q3 		$214K Sell
1,755
-546
-24% -$66K 0.03% 457
2016
Q2 		$266K Buy
2,301
+1
+0% +$114 0.03% 402
2016
Q1 		$256K Hold
2,300
– – 0.03% 424
2015
Q4 		$254K Buy
+2,300
New +$261K 0.03% 457

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sheaff Brock Investment Advisors's VB Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Vanguard Small-Cap ETF (VB) stake by 7.7% in Q1 2025, buying an estimated $23.2K and bringing the position to 1,356 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #333.

Sheaff Brock Investment Advisors first reported a position in VB in Q4 2015 and has held it in 26 quarters since. The position peaked at $953K in Q1 2017. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Sheaff Brock Investment Advisors held 1,356 shares of Vanguard Small-Cap ETF worth $301K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 97 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $23.2K.
  • Vanguard Small-Cap ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #333 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2015 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Small-Cap ETF position peaked at $953K in Q1 2017.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.