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

Silverlake 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	$2.41M	Buy	9,215 +4,153	+82%	+$1.12M	0.5%	51
2025 Q4	$1.31M	Sell	5,062 -21	-0.4%	-$5.38K	0.29%	104
2025 Q3	$1.29M	Sell	5,083 -211	-4%	-$52.3K	0.31%	101
2025 Q2	$1.25M	Buy	5,294 +75	+1%	+$16.7K	0.36%	84
2025 Q1	$1.16M	Sell	5,219 -167	-3%	-$39.9K	0.44%	67
2024 Q4	$1.29M	Sell	5,386 -846	-14%	-$208K	0.5%	60
2024 Q3	$1.48M	Buy	6,232 +596	+11%	+$135K	0.56%	50
2024 Q2	$1.23M	Buy	5,636 +375	+7%	+$82.3K	0.5%	53
2024 Q1	$1.2M	Sell	5,261 -16	-0.3%	-$3.44K	0.61%	37
2023 Q4	$1.13M	Buy	5,277 +104	+2%	+$20K	0.62%	40
2023 Q3	$978K	Sell	5,173 -4	-0.1%	-$797	0.55%	46
2023 Q2	$1.03M	Sell	5,177 -3	-0.1%	-$567	0.57%	45
2023 Q1	$982K	Sell	5,180 -40	-0.8%	-$7.76K	0.6%	43
2022 Q4	$958K	Sell	5,220 -1,070	-17%	-$198K	0.6%	43
2022 Q3	$1.08M	Sell	6,290 -8	-0.1%	-$1.51K	0.73%	36
2022 Q2	$1.11M	Buy	6,298 +50	+0.8%	+$9.65K	0.72%	36
2022 Q1	$1.33M	Sell	6,248 -2,908	-32%	-$612K	0.76%	33
2021 Q4	$2.07M	Buy	+9,156	New	+$2.08M	1.11%	16

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

Silverlake Wealth Management's VB Position: Q1 2026 in Review

Silverlake Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 82% in Q1 2026, buying an estimated $1.12M and bringing the position to 9,215 shares worth $2.41M. The position accounts for 0.5% of the portfolio, ranked #51.

Silverlake Wealth Management first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Silverlake Wealth Management held 9,215 shares of Vanguard Small-Cap ETF worth $2.41M as of Q1 2026.
Silverlake Wealth Management bought 4,153 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.12M.
Vanguard Small-Cap ETF made up 0.5% of Silverlake Wealth Management's portfolio in Q1 2026, its #51 holding.
Silverlake Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.