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

Tanager 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
2026
Q1 		$2.83M Buy
10,787
+825
+8% +$223K 0.27% 39
2025
Q4 		$2.57M Sell
9,962
-641
-6% -$164K 0.26% 40
2025
Q3 		$2.7M Buy
10,603
+29
+0.3% +$7.19K 0.28% 41
2025
Q2 		$2.51M Sell
10,574
-70
-0.7% -$15.6K 0.3% 40
2025
Q1 		$2.36M Sell
10,644
-154
-1% -$36.8K 0.31% 35
2024
Q4 		$2.59M Sell
10,798
-119
-1% -$29.3K 0.34% 33
2024
Q3 		$2.6M Sell
10,917
-129
-1% -$29.3K 0.35% 31
2024
Q2 		$2.42M Sell
11,046
-594
-5% -$130K 0.36% 31
2024
Q1 		$2.66M Buy
11,640
+878
+8% +$189K 0.43% 29
2023
Q4 		$2.3M Buy
10,762
+126
+1% +$24.3K 0.42% 29
2023
Q3 		$2.01M Sell
10,636
-953
-8% -$190K 0.42% 27
2023
Q2 		$2.3M Sell
11,589
-1,039
-8% -$196K 0.5% 30
2023
Q1 		$2.39M Sell
12,628
-110
-0.9% -$21.3K 0.57% 28
2022
Q4 		$2.34M Buy
12,738
+11,268
+767% +$2.09M 0.63% 27
2022
Q3 		$251K Sell
1,470
-1,300
-47% -$245K 0.2% 38
2022
Q2 		$488K Hold
2,770
– – 0.4% 26
2022
Q1 		$589K Sell
2,770
-917
-25% -$193K 0.44% 25
2021
Q4 		$833K Buy
+3,687
New +$838K 0.63% 23

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

Tanager Wealth Management's VB Position: Q1 2026 in Review

Tanager Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 8.3% in Q1 2026, buying an estimated $223K and bringing the position to 10,787 shares worth $2.83M. The position accounts for 0.27% of the portfolio, ranked #39.

Tanager Wealth Management 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.

  • Tanager Wealth Management held 10,787 shares of Vanguard Small-Cap ETF worth $2.83M as of Q1 2026.
  • Tanager Wealth Management bought 825 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $223K.
  • Vanguard Small-Cap ETF made up 0.27% of Tanager Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Tanager Wealth Management 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 Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.