Sittner & Nelson’s Vanguard Small-Cap ETF VB Stock Holding History

Sittner & Nelson’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	$117K	Buy	446 +339	+317%	+$91.7K	0.04%	215
2025 Q4	$29.7K	Hold	107	–	–	0.01%	310
2025 Q3	$27.2K	Hold	107	–	–	0.01%	294
2025 Q2	$25.4K	Hold	107	–	–	0.01%	304
2025 Q1	$23.7K	Hold	107	–	–	0.01%	297
2024 Q4	$25.7K	Hold	107	–	–	0.01%	274
2024 Q3	$25.4K	Hold	107	–	–	0.01%	275
2024 Q2	$23.3K	Hold	107	–	–	0.01%	268
2024 Q1	$24.5K	Hold	107	–	–	0.01%	258
2023 Q4	$22.8K	Buy	107 +10	+10%	+$1.93K	0.01%	273
2023 Q3	$18.3K	Hold	97	–	–	0.01%	285
2023 Q2	$19.3K	Hold	97	–	–	0.01%	283
2023 Q1	$18.4K	Hold	97	–	–	0.01%	304
2022 Q4	$17.8K	Hold	97	–	–	0.01%	287
2022 Q3	$17K	Hold	97	–	–	0.01%	284
2022 Q2	$17K	Hold	97	–	–	0.01%	307
2022 Q1	$21K	Hold	97	–	–	0.01%	274
2021 Q4	$22K	Sell	97 -34	-26%	-$7.73K	0.01%	264
2021 Q3	$29K	Hold	131	–	–	0.02%	230
2021 Q2	$30K	Hold	131	–	–	0.02%	211
2021 Q1	$28K	Hold	131	–	–	0.02%	214
2020 Q4	$26K	Buy	+131	New	+$23.1K	0.02%	203

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

Sittner & Nelson's VB Position: Q1 2026 in Review

Sittner & Nelson increased its Vanguard Small-Cap ETF (VB) stake by 317% in Q1 2026, buying an estimated $91.7K and bringing the position to 446 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #215.

Sittner & Nelson first reported a position in VB in Q4 2020 and has held it in 22 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Sittner & Nelson held 446 shares of Vanguard Small-Cap ETF worth $117K as of Q1 2026.
Sittner & Nelson bought 339 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $91.7K.
Vanguard Small-Cap ETF made up 0.04% of Sittner & Nelson's portfolio in Q1 2026, its #215 holding.
Sittner & Nelson first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.