Stone Summit Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Stone Summit Wealth’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	$3.56M	Buy	13,599 +500	+4%	+$135K	0.99%	32
2025 Q4	$3.38M	Buy	13,099 +886	+7%	+$227K	0.92%	36
2025 Q3	$3.11M	Buy	12,213 +1,795	+17%	+$445K	0.88%	38
2025 Q2	$2.47M	Buy	10,418 +907	+10%	+$202K	0.76%	47
2025 Q1	$2.11M	Sell	9,511 -426	-4%	-$102K	0.71%	49
2024 Q4	$2.39M	Sell	9,937 -3	-0%	-$738	0.8%	43
2024 Q3	$2.36M	Buy	9,940 +572	+6%	+$130K	0.76%	43
2024 Q2	$2.04M	Buy	9,368 +173	+2%	+$38K	0.73%	44
2024 Q1	$2.1M	Buy	9,195 +782	+9%	+$168K	0.73%	47
2023 Q4	$1.79M	Buy	8,413 +590	+8%	+$114K	0.69%	48
2023 Q3	$1.48M	Buy	7,823 +786	+11%	+$157K	0.63%	57
2023 Q2	$1.4M	Buy	7,037 +777	+12%	+$147K	0.58%	58
2023 Q1	$1.19M	Buy	6,260 +566	+10%	+$110K	0.53%	62
2022 Q4	$1.05M	Buy	5,694 +255	+5%	+$47.3K	0.51%	60
2022 Q3	$930K	Buy	5,439 +205	+4%	+$38.7K	0.57%	55
2022 Q2	$922K	Buy	5,234 +213	+4%	+$41.1K	0.55%	56
2022 Q1	$1.08M	Buy	5,021 +788	+19%	+$166K	0.6%	54
2021 Q4	$957K	Buy	+4,233	New	+$962K	0.78%	51

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

Stone Summit Wealth's VB Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard Small-Cap ETF (VB) stake by 3.8% in Q1 2026, buying an estimated $135K and bringing the position to 13,599 shares worth $3.56M. The position accounts for 0.99% of the portfolio, ranked #32.

Stone Summit Wealth first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Stone Summit Wealth held 13,599 shares of Vanguard Small-Cap ETF worth $3.56M as of Q1 2026.
Stone Summit Wealth bought 500 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $135K.
Vanguard Small-Cap ETF made up 0.99% of Stone Summit Wealth's portfolio in Q1 2026, its #32 holding.
Stone Summit Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.