Sterling Group Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Sterling Group Wealth Management’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	–	Sell	-873	Closed	-$210K	–	65
2024 Q4	$210K	Hold	873	–	–	0.11%	62
2024 Q3	$207K	Sell	873 -211	-19%	-$47.9K	0.11%	62
2024 Q2	$236K	Buy	+1,084	New	+$238K	0.14%	51
2024 Q1	–	Sell	-1,338	Closed	-$286K	–	45
2023 Q4	$286K	Sell	1,338 -16	-1%	-$3.08K	0.22%	43
2023 Q3	$256K	Hold	1,354	–	–	0.24%	43
2023 Q2	$269K	Buy	1,354 +149	+12%	+$28.2K	0.23%	43
2023 Q1	$228K	Buy	+1,205	New	+$234K	0.22%	48

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

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

Sterling Group Wealth Management's VB Position: Q1 2025 in Review

Sterling Group Wealth Management sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 873 shares — an estimated $210K sold.

Sterling Group Wealth Management first reported a position in VB in Q1 2023 and held it in 7 quarters. The position peaked at $286K in Q4 2023. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Sterling Group Wealth Management reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 873 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $210K.
Sterling Group Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2023 and held it in 7 quarters.
Sterling Group Wealth Management's Vanguard Small-Cap ETF position peaked at $286K in Q4 2023.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Sterling Group Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.