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TD Private Client Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

TD Private Client 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 		$14.8M Sell
56,364
-630
-1% -$170K 0.31% 55
2025
Q4 		$14.7M Buy
56,994
+2,679
+5% +$686K 0.31% 52
2025
Q3 		$13.8M Buy
54,315
+3,002
+6% +$745K 0.31% 54
2025
Q2 		$12.2M Buy
51,313
+4,328
+9% +$966K 0.3% 54
2025
Q1 		$10.4M Buy
46,985
+6,597
+16% +$1.58M 0.29% 60
2024
Q4 		$9.7M Buy
40,388
+2,721
+7% +$670K 0.27% 63
2024
Q3 		$8.94M Buy
37,667
+5,379
+17% +$1.22M 0.26% 68
2024
Q2 		$7.04M Buy
32,288
+1,354
+4% +$297K 0.22% 75
2024
Q1 		$7.07M Buy
30,934
+4,376
+16% +$941K 0.23% 71
2023
Q4 		$5.67M Sell
26,558
-2,549
-9% -$491K 0.2% 81
2023
Q3 		$5.5M Buy
29,107
+9,186
+46% +$1.83M 0.24% 82
2023
Q2 		$3.96M Sell
19,921
-67
-0.3% -$12.7K 0.17% 131
2023
Q1 		$3.79M Buy
19,988
+472
+2% +$91.5K 0.17% 136
2022
Q4 		$3.58M Buy
19,516
+4,424
+29% +$820K 0.17% 129
2022
Q3 		$2.58M Sell
15,092
-804
-5% -$152K 0.13% 164
2022
Q2 		$2.8M Buy
15,896
+961
+6% +$186K 0.14% 157
2022
Q1 		$3.17M Buy
14,935
+1,389
+10% +$292K 0.14% 165
2021
Q4 		$3.06M Sell
13,546
-4,012
-23% -$912K 0.13% 172
2021
Q3 		$3.84M Buy
17,558
+1,538
+10% +$342K 0.16% 131
2021
Q2 		$3.61M Buy
16,020
+1,693
+12% +$375K 0.15% 150
2021
Q1 		$3.07M Buy
14,327
+442
+3% +$93.1K 0.14% 165
2020
Q4 		$2.7M Buy
13,885
+534
+4% +$94.2K 0.14% 163
2020
Q3 		$2.05M Buy
13,351
+124
+0.9% +$19K 0.11% 186
2020
Q2 		$1.93M Buy
13,227
+57
+0.4% +$7.65K 0.11% 192
2020
Q1 		$1.52M Sell
13,170
-513
-4% -$77.1K 0.11% 176
2019
Q4 		$2.27M Buy
+13,683
New +$2.18M 0.14% 160

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

TD Private Client Wealth's VB Position: Q1 2026 in Review

TD Private Client Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 1.1% in Q1 2026, selling an estimated $170K and leaving 56,364 shares worth $14.8M. The position accounts for 0.31% of the portfolio, ranked #55.

TD Private Client Wealth first reported a position in VB in Q4 2019 and has held it in 26 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • TD Private Client Wealth held 56,364 shares of Vanguard Small-Cap ETF worth $14.8M as of Q1 2026.
  • TD Private Client Wealth sold 630 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $170K.
  • Vanguard Small-Cap ETF made up 0.31% of TD Private Client Wealth's portfolio in Q1 2026, its #55 holding.
  • TD Private Client Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.