Sykon Capital’s Vanguard Small-Cap ETF VB Stock Holding History

Sykon Capital’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	-12,398	Closed	-$2.98M	–	79
2024 Q4	$2.98M	Buy	+12,398	New	+$3.05M	1.03%	27

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

Sykon Capital's VB Position: Q1 2025 in Review

Sykon Capital sold out of Vanguard Small-Cap ETF (VB) in Q1 2025, closing a stake of 12,398 shares — an estimated $2.98M sold.

Sykon Capital first reported a position in VB in Q4 2024 and held it in 1 quarter. The position peaked at $2.98M in Q4 2024. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Sykon Capital reported no remaining Vanguard Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Sykon Capital sold 12,398 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $2.98M.
Sykon Capital first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 1 quarter.
Sykon Capital's Vanguard Small-Cap ETF position peaked at $2.98M in Q4 2024.
2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Sykon Capital's 13F filing for Q1 2025, filed 15 May 2025.