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

Spectrum Wealth Counsel’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
Q1 		$2.88K Hold
13
– – ﹤0.01% 268
2024
Q4 		$3.12K Hold
13
– – ﹤0.01% 271
2024
Q3 		$3.08K Hold
13
– – ﹤0.01% 292
2024
Q2 		$2.83K Buy
+13
New +$2.85K ﹤0.01% 334

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Spectrum Wealth Counsel's VB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vanguard Small-Cap ETF (VB) position steady in Q1 2025 at 13 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Spectrum Wealth Counsel first reported a position in VB in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.12K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Spectrum Wealth Counsel held 13 shares of Vanguard Small-Cap ETF worth $2.88K as of Q1 2025.
  • Spectrum Wealth Counsel left its Vanguard Small-Cap ETF share count unchanged in Q1 2025.
  • Vanguard Small-Cap ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #268 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's Vanguard Small-Cap ETF position peaked at $3.12K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.