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Steward Partners Investment Advisory’s Vanguard Small-Cap ETF VB Stock Holding History

Steward Partners Investment Advisory’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 		$24.7M Sell
94,388
-4,361
-4% -$1.18M 0.13% 145
2025
Q4 		$25.5M Sell
98,749
-5,424
-5% -$1.39M 0.14% 133
2025
Q3 		$26.5M Buy
104,173
+4,771
+5% +$1.18M 0.15% 124
2025
Q2 		$23.6M Buy
99,402
+22,066
+29% +$4.92M 0.18% 109
2025
Q1 		$17.1M Buy
77,336
+4,956
+7% +$1.18M 0.15% 139
2024
Q4 		$17.4M Buy
72,380
+5,259
+8% +$1.29M 0.15% 131
2024
Q3 		$15.9M Buy
67,121
+13,192
+24% +$3M 0.15% 142
2024
Q2 		$11.8M Buy
53,929
+3,815
+8% +$838K 0.12% 171
2024
Q1 		$11.5M Buy
50,114
+16,037
+47% +$3.45M 0.13% 175
2023
Q4 		$7.27M Buy
34,077
+2,214
+7% +$427K 0.1% 215
2023
Q3 		$6.02M Buy
31,863
+653
+2% +$130K 0.09% 230
2023
Q2 		$6.21M Sell
31,210
-3,879
-11% -$733K 0.09% 230
2023
Q1 		$6.65M Buy
35,089
+1,405
+4% +$272K 0.11% 208
2022
Q4 		$6.18M Sell
33,684
-585
-2% -$108K 0.11% 210
2022
Q3 		$5.86M Buy
34,269
+2,725
+9% +$514K 0.11% 202
2022
Q2 		$5.55M Sell
31,544
-6,278
-17% -$1.21M 0.1% 221
2022
Q1 		$8.04M Sell
37,822
-44,488
-54% -$9.37M 0.12% 186
2021
Q4 		$18.6M Buy
82,310
+1,061
+1% +$241K 0.28% 76
2021
Q3 		$17.8M Buy
81,249
+7,758
+11% +$1.72M 0.31% 74
2021
Q2 		$16.6M Buy
73,491
+26,645
+57% +$5.9M 0.28% 75
2021
Q1 		$10M Buy
46,846
+19,561
+72% +$4.12M 0.18% 137
2020
Q4 		$5.31M Sell
27,285
-3,456
-11% -$610K 0.12% 183
2020
Q3 		$4.73M Buy
30,741
+4,633
+18% +$712K 0.12% 185
2020
Q2 		$3.8M Buy
26,108
+3,074
+13% +$413K 0.11% 196
2020
Q1 		$2.66M Sell
23,034
-7,845
-25% -$1.18M 0.1% 222
2019
Q4 		$5.11M Buy
30,879
+2,327
+8% +$371K 0.15% 151
2019
Q3 		$4.39M Buy
28,552
+1,546
+6% +$240K 0.15% 153
2019
Q2 		$4.23M Buy
27,006
+17,915
+197% +$2.77M 0.16% 145
2019
Q1 		$1.39M Buy
9,091
+1,071
+13% +$159K 0.06% 295
2018
Q4 		$1.06M Sell
8,020
-13,287
-62% -$1.93M 0.05% 328
2018
Q3 		$3.46M Buy
21,307
+2,811
+15% +$455K 0.17% 135
2018
Q2 		$2.88M Buy
18,496
+4,480
+32% +$685K 0.17% 139
2018
Q1 		$2.06M Sell
14,016
-15
-0.1% -$2.24K 0.14% 163
2017
Q4 		$2.07M Sell
14,031
-5
-0% -$723 0.16% 147
2017
Q3 		$1.98M Sell
14,036
-46
-0.3% -$6.27K 0.2% 116
2017
Q2 		$1.91M Sell
14,082
-57,151
-80% -$7.66M 0.21% 115
2017
Q1 		$9.49M Buy
+71,233
New +$9.43M 1.44% 10

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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $57.3B 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

Steward Partners Investment Advisory's VB Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Small-Cap ETF (VB) stake by 4.4% in Q1 2026, selling an estimated $1.18M and leaving 94,388 shares worth $24.7M. The position accounts for 0.13% of the portfolio, ranked #145.

Steward Partners Investment Advisory first reported a position in VB in Q1 2017 and has held it in 37 quarters since. The position peaked at $26.5M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Steward Partners Investment Advisory held 94,388 shares of Vanguard Small-Cap ETF worth $24.7M as of Q1 2026.
  • Steward Partners Investment Advisory sold 4,361 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.18M.
  • Vanguard Small-Cap ETF made up 0.13% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #145 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Small-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Vanguard Small-Cap ETF position peaked at $26.5M in Q3 2025.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.