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Summit Investment Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History

Summit Investment Advisory Services’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 		$1.9M Buy
7,247
+112
+2% +$30.3K 0.71% 17
2025
Q4 		$1.84M Buy
7,135
+59
+0.8% +$15.1K 0.69% 20
2025
Q3 		$1.8M Buy
7,076
+269
+4% +$66.7K 0.72% 20
2025
Q2 		$1.61M Buy
6,807
+180
+3% +$40.2K 0.7% 20
2025
Q1 		$1.47M Sell
6,627
-118
-2% -$28.2K 0.72% 20
2024
Q4 		$1.62M Buy
6,745
+14
+0.2% +$3.44K 0.84% 21
2024
Q3 		$1.6M Buy
+6,731
New +$1.53M 0.85% 22
2024
Q2 		– Sell
-6,714
Closed -$1.53M – 90
2024
Q1 		$1.53M Sell
6,714
-16
-0.2% -$3.44K 0.91% 16
2023
Q4 		$1.44M Buy
6,730
+10
+0.1% +$1.93K 0.9% 16
2023
Q3 		$1.27M Buy
6,720
+3
+0% +$598 0.94% 15
2023
Q2 		$1.34M Sell
6,717
-90
-1% -$17K 0.88% 15
2023
Q1 		$1.29M Buy
6,807
+8
+0.1% +$1.55K 0.92% 15
2022
Q4 		$1.25M Buy
+6,799
New +$1.26M 1.51% 13

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

Summit Investment Advisory Services's VB Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Vanguard Small-Cap ETF (VB) stake by 1.6% in Q1 2026, buying an estimated $30.3K and bringing the position to 7,247 shares worth $1.9M. The position accounts for 0.71% of the portfolio, ranked #17.

Summit Investment Advisory Services first reported a position in VB in Q4 2022 and has held it in 13 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Summit Investment Advisory Services held 7,247 shares of Vanguard Small-Cap ETF worth $1.9M as of Q1 2026.
  • Summit Investment Advisory Services bought 112 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $30.3K.
  • Vanguard Small-Cap ETF made up 0.71% of Summit Investment Advisory Services's portfolio in Q1 2026, its #17 holding.
  • Summit Investment Advisory Services first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.