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Stephens Consulting’s Vanguard Small-Cap ETF VB Stock Holding History

Stephens Consulting’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
Q4 		$18.3M Buy
71,033
+60,417
+569% +$15.5M 5.92% 7
2025
Q3 		$2.7M Sell
10,616
-4,263
-29% -$1.06M 0.92% 17
2025
Q2 		$3.53M Buy
14,879
+21
+0.1% +$4.68K 0.84% 21
2025
Q1 		$3.29M Buy
14,858
+1
+0% +$239 0.83% 20
2024
Q4 		$3.57M Sell
14,857
-36
-0.2% -$8.86K 0.89% 17
2024
Q3 		$3.53M Sell
14,893
-99
-0.7% -$22.5K 0.9% 17
2024
Q2 		$3.27M Sell
14,992
-540
-3% -$119K 0.93% 15
2024
Q1 		$3.55M Buy
15,532
+385
+3% +$82.8K 1.09% 15
2023
Q4 		$3.23M Buy
15,147
+3,854
+34% +$743K 1.09% 15
2023
Q3 		$2.14M Sell
11,293
-100
-0.9% -$19.9K 0.87% 15
2023
Q2 		$2.27M Sell
11,393
-358
-3% -$67.7K 0.9% 15
2023
Q1 		$2.23M Sell
11,751
-36
-0.3% -$6.98K 1.34% 15
2022
Q4 		$2.16M Sell
11,787
-987
-8% -$183K 1.44% 13
2022
Q3 		$2.18M Buy
12,774
+939
+8% +$177K 1.96% 9
2022
Q2 		$2.08M Buy
11,835
+371
+3% +$71.6K 1.7% 9
2022
Q1 		$2.44M Buy
11,464
+4,241
+59% +$893K 1.99% 8
2021
Q4 		$1.63M Buy
+7,223
New +$1.64M 1.35% 16

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stephens Consulting's VB Position: Q4 2025 in Review

Stephens Consulting increased its Vanguard Small-Cap ETF (VB) stake by 569% in Q4 2025, buying an estimated $15.5M and bringing the position to 71,033 shares worth $18.3M. The position accounts for 5.92% of the portfolio, ranked #7.

Stephens Consulting first reported a position in VB in Q4 2021 and has held it in 17 quarters since. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Stephens Consulting held 71,033 shares of Vanguard Small-Cap ETF worth $18.3M as of Q4 2025.
  • Stephens Consulting bought 60,417 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $15.5M.
  • Vanguard Small-Cap ETF made up 5.92% of Stephens Consulting's portfolio in Q4 2025, its #7 holding.
  • Stephens Consulting first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.