SFI
VB icon

SPC Financial Inc’s Vanguard Small-Cap ETF VB Stock Holding History

SPC Financial Inc’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
Q3 		$676K Sell
2,658
-96
-3% -$23.8K 0.05% 152
2025
Q2 		$653K Sell
2,754
-66,952
-96% -$14.9M 0.05% 151
2025
Q1 		$15.5M Buy
69,706
+16,090
+30% +$3.84M 1.36% 25
2024
Q4 		$12.9M Buy
53,616
+50,693
+1,734% +$12.5M 1.12% 25
2024
Q3 		$693K Sell
2,923
-253
-8% -$57.5K 0.06% 136
2024
Q2 		$692K Hold
3,176
– – 0.06% 127
2024
Q1 		$726K Hold
3,176
– – 0.07% 122
2023
Q4 		$678K Sell
3,176
-58
-2% -$11.2K 0.07% 123
2023
Q3 		$611K Sell
3,234
-86
-3% -$17.1K 0.07% 121
2023
Q2 		$660K Buy
3,320
+44
+1% +$8.31K 0.07% 118
2023
Q1 		$621K Hold
3,276
– – 0.07% 118
2022
Q4 		$601K Buy
3,276
+254
+8% +$47.1K 0.07% 118
2022
Q3 		$516K Sell
3,022
-10
-0.3% -$1.89K 0.06% 121
2022
Q2 		$534K Sell
3,032
-672
-18% -$130K 0.07% 126
2022
Q1 		$787K Hold
3,704
– – 0.09% 95
2021
Q4 		$837K Sell
3,704
-10
-0.3% -$2.27K 0.09% 92
2021
Q3 		$812K Sell
3,714
-75,007
-95% -$16.7M 0.1% 84
2021
Q2 		$17.7M Buy
78,721
+617
+0.8% +$137K 2.15% 18
2021
Q1 		$16.7M Buy
78,104
+1,711
+2% +$360K 2.21% 15
2020
Q4 		$14.9M Buy
76,393
+713
+0.9% +$126K 2.09% 16
2020
Q3 		$11.6M Buy
75,680
+85
+0.1% +$13.1K 2.01% 18
2020
Q2 		$11M Buy
75,595
+73,195
+3,050% +$9.83M 2.29% 17
2020
Q1 		$277K Sell
2,400
-475
-17% -$71.4K 0.07% 109
2019
Q4 		$476K Buy
+2,875
New +$458K 0.09% 92
2019
Q3 		– Sell
-64,672
Closed -$10.1M – 133
2019
Q2 		$10.1M Buy
64,672
+578
+0.9% +$89.3K 2.04% 19
2019
Q1 		$9.79M Sell
64,094
-4,200
-6% -$624K 2.1% 19
2018
Q4 		$9.01M Buy
68,294
+2,715
+4% +$395K 2.49% 17
2018
Q3 		$10.7M Sell
65,579
-518
-0.8% -$83.8K 2.13% 18
2018
Q2 		$10.3M Buy
66,097
+539
+0.8% +$82.5K 2.25% 15
2018
Q1 		$9.63M Buy
65,558
+2,642
+4% +$394K 2.2% 16
2017
Q4 		$9.3M Buy
62,916
+1,296
+2% +$187K 2.15% 17
2017
Q3 		$8.71M Buy
61,620
+2,153
+4% +$293K 2.16% 17
2017
Q2 		$8.06M Buy
59,467
+4,280
+8% +$574K 2.14% 16
2017
Q1 		$7.36M Sell
55,187
-133
-0.2% -$17.6K 2.05% 17
2016
Q4 		$7.13M Buy
+55,320
New +$6.87M 2.17% 17
2016
Q1 		– Sell
-59,325
Closed -$6.56M – 118
2015
Q4 		$6.56M Buy
59,325
+4,765
+9% +$540K 2.58% 15
2015
Q3 		$5.89M Buy
54,560
+6,260
+13% +$732K 2.53% 16
2015
Q2 		$5.87M Buy
48,300
+885
+2% +$109K 1.64% 20
2015
Q1 		$5.81M Buy
47,415
+2,220
+5% +$263K 1.6% 19
2014
Q4 		$5.27M Buy
45,195
+4,270
+10% +$486K 1.53% 24
2014
Q3 		$4.53M Buy
40,925
+5,540
+16% +$635K 1.31% 29
2014
Q2 		$4.14M Buy
35,385
+3,565
+11% +$399K 1.16% 32
2014
Q1 		$3.59M Buy
31,820
+3,275
+11% +$363K 1.09% 33
2013
Q4 		$3.14M Buy
28,545
+1,955
+7% +$208K 0.98% 38
2013
Q3 		$2.73M Buy
+26,590
New +$2.65M 0.97% 37

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

SPC Financial Inc's VB Position: Q3 2025 in Review

SPC Financial Inc reduced its Vanguard Small-Cap ETF (VB) stake by 3.5% in Q3 2025, selling an estimated $23.8K and leaving 2,658 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #152.

SPC Financial Inc first reported a position in VB in Q3 2013 and has held it in 45 quarters since. The position peaked at $17.7M in Q2 2021. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • SPC Financial Inc held 2,658 shares of Vanguard Small-Cap ETF worth $676K as of Q3 2025.
  • SPC Financial Inc sold 96 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $23.8K.
  • Vanguard Small-Cap ETF made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #152 holding.
  • SPC Financial Inc first reported a position in Vanguard Small-Cap ETF in Q3 2013 and has held it in 45 quarters since.
  • SPC Financial Inc's Vanguard Small-Cap ETF position peaked at $17.7M in Q2 2021.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.