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Solstein Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Solstein Capital’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 		$749K Buy
2,859
+10
+0.4% +$2.71K 0.31% 67
2025
Q4 		$735K Buy
2,849
+2,792
+4,898% +$715K 0.29% 68
2025
Q3 		$14.5K Hold
57
– – ﹤0.01% 303
2025
Q2 		$13.5K Buy
+57
New +$12.7K 0.01% 316
2022
Q1 		– Sell
-109
Closed -$25K – 425
2021
Q4 		$25K Sell
109
-148
-58% -$33.6K 0.02% 268
2021
Q3 		$56K Buy
+257
New +$57.1K 0.03% 220

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Solstein Capital's VB Position: Q1 2026 in Review

Solstein Capital increased its Vanguard Small-Cap ETF (VB) stake by 0.35% in Q1 2026, buying an estimated $2.71K and bringing the position to 2,859 shares worth $749K. The position accounts for 0.31% of the portfolio, ranked #67.

Solstein Capital first reported a position in VB in Q3 2021 and has held it in 6 quarters since. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Solstein Capital held 2,859 shares of Vanguard Small-Cap ETF worth $749K as of Q1 2026.
  • Solstein Capital bought 10 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $2.71K.
  • Vanguard Small-Cap ETF made up 0.31% of Solstein Capital's portfolio in Q1 2026, its #67 holding.
  • Solstein Capital first reported a position in Vanguard Small-Cap ETF in Q3 2021 and has held it in 6 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.