Smith Anglin Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Smith Anglin Financial’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 Q2	$2.02M	Sell	8,538 -38	-0.4%	-$8.48K	0.18%	50
2025 Q1	$1.9M	Sell	8,576 -224	-3%	-$53.5K	0.2%	49
2024 Q4	$2.11M	Buy	8,800 +26	+0.3%	+$6.4K	0.2%	44
2024 Q3	$2.08M	Sell	8,774 -9	-0.1%	-$2.04K	0.2%	44
2024 Q2	$1.92M	Hold	8,783	–	–	0.19%	41
2024 Q1	$2.01M	Sell	8,783 -26	-0.3%	-$5.59K	0.21%	43
2023 Q4	$1.88M	Buy	8,809 +26	+0.3%	+$5.01K	0.22%	43
2023 Q3	$1.66M	Sell	8,783 -733	-8%	-$146K	0.2%	52
2023 Q2	$1.89M	Buy	9,516 +27	+0.3%	+$5.1K	0.23%	47
2023 Q1	$1.8M	Buy	9,489 +30	+0.3%	+$5.82K	0.27%	46
2022 Q4	$1.74M	Sell	9,459 -240	-2%	-$44.5K	0.33%	34
2022 Q3	$1.66M	Buy	9,699 +256	+3%	+$48.3K	0.35%	35
2022 Q2	$1.66M	Sell	9,443 -4	-0%	-$772	0.49%	31
2022 Q1	$2.01M	Buy	9,447 +18	+0.2%	+$3.79K	0.47%	32
2021 Q4	$2.13M	Sell	9,429 -14	-0.1%	-$3.18K	0.36%	39
2021 Q3	$2.06M	Buy	9,443 +231	+3%	+$51.4K	0.4%	41
2021 Q2	$2.08M	Sell	9,212 -297	-3%	-$65.8K	0.4%	39
2021 Q1	$2.04M	Buy	9,509 +344	+4%	+$72.5K	0.44%	39
2020 Q4	$1.78M	Buy	+9,165	New	+$1.62M	0.32%	40

Other funds holding VB

Bank of America

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

Jones Financial Companies

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

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

Envestnet Asset Management

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

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

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

Northwestern Mutual Wealth Management

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

CAPTRUST Financial Advisors

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