Stage Harbor Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Stage Harbor 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
2026 Q1	$5.39M	Sell	20,587 -584	-3%	-$158K	3.58%	9
2025 Q4	$5.46M	Buy	21,171 +1,555	+8%	+$398K	3.68%	10
2025 Q3	$4.99M	Buy	19,616 +39	+0.2%	+$9.67K	3.65%	9
2025 Q2	$4.64M	Sell	19,577 -887	-4%	-$198K	3.77%	8
2025 Q1	$4.54M	Sell	20,464 -267	-1%	-$63.8K	3.84%	8
2024 Q4	$4.98M	Buy	20,731 +106	+0.5%	+$26.1K	4.33%	6
2024 Q3	$4.93M	Sell	20,625 -530	-3%	-$120K	4.49%	8
2024 Q2	$4.61M	Sell	21,155 -20	-0.1%	-$4.39K	4.46%	8
2024 Q1	$4.84M	Sell	21,175 -246	-1%	-$52.9K	4.4%	7
2023 Q4	$4.57M	Buy	+21,421	New	+$4.13M	4.4%	10

Other funds holding VB

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Stage Harbor Financial's VB Position: Q1 2026 in Review

Stage Harbor Financial reduced its Vanguard Small-Cap ETF (VB) stake by 2.8% in Q1 2026, selling an estimated $158K and leaving 20,587 shares worth $5.39M. The position accounts for 3.58% of the portfolio, ranked #9.

Stage Harbor Financial first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.46M in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Stage Harbor Financial held 20,587 shares of Vanguard Small-Cap ETF worth $5.39M as of Q1 2026.
Stage Harbor Financial sold 584 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $158K.
Vanguard Small-Cap ETF made up 3.58% of Stage Harbor Financial's portfolio in Q1 2026, its #9 holding.
Stage Harbor Financial first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's Vanguard Small-Cap ETF position peaked at $5.46M in Q4 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.