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

Simplicity Wealth’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	$1.55M	Sell	5,910 -2,899	-33%	-$785K	0.09%	216
2025 Q4	$2.27M	Buy	8,809 +2,141	+32%	+$548K	0.14%	165
2025 Q3	$1.7M	Buy	6,668 +3,706	+125%	+$919K	0.1%	209
2025 Q2	$702K	Sell	2,962 -3,066	-51%	-$684K	0.03%	393
2025 Q1	$1.34M	Buy	6,028 +3,835	+175%	+$916K	0.1%	204
2024 Q4	$527K	Buy	2,193 +1,273	+138%	+$313K	0.11%	160
2024 Q3	$218K	Sell	920 -53,136	-98%	-$12.1M	0.02%	463
2024 Q2	$11.8M	Sell	54,056 -128	-0.2%	-$28.1K	0.27%	79
2024 Q1	$12.4M	Buy	+54,184	New	+$11.7M	0.3%	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

Simplicity Wealth's VB Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 33% in Q1 2026, selling an estimated $785K and leaving 5,910 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #216.

Simplicity Wealth first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.4M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Simplicity Wealth held 5,910 shares of Vanguard Small-Cap ETF worth $1.55M as of Q1 2026.
Simplicity Wealth sold 2,899 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $785K.
Vanguard Small-Cap ETF made up 0.09% of Simplicity Wealth's portfolio in Q1 2026, its #216 holding.
Simplicity Wealth first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard Small-Cap ETF position peaked at $12.4M in Q1 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.