Squarepoint
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Squarepoint’s Vanguard Small-Cap ETF VB Stock Holding History

Squarepoint’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 		$280K Buy
+1,070
New +$290K ﹤0.01% 3762
2025
Q3 		– Sell
-7,209
Closed -$1.71M – 5115
2025
Q2 		$1.71M Sell
7,209
-16,018
-69% -$3.57M ﹤0.01% 2215
2025
Q1 		$5.15M Buy
+23,227
New +$5.55M 0.01% 1405
2024
Q3 		– Sell
-5,132
Closed -$1.12M – 4830
2024
Q2 		$1.12M Buy
+5,132
New +$1.13M ﹤0.01% 2479

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UBS Group
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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
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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 $57.2B 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