Tilia Fiduciary Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Tilia Fiduciary Partners’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	$249K	Buy	952 +103	+12%	+$27.9K	0.14%	104
2025 Q4	$219K	Buy	849 +15	+2%	+$3.84K	0.12%	111
2025 Q3	$212K	Buy	+834	New	+$207K	0.12%	112
2023 Q3	–	Sell	-441	Closed	-$87.6K	–	475
2023 Q2	$87.6K	Buy	441 +57	+15%	+$10.8K	0.08%	146
2023 Q1	$72.8K	Sell	384 -89	-19%	-$17.3K	0.07%	173
2022 Q4	$86.8K	Hold	473	–	–	0.08%	151
2022 Q3	$83K	Buy	473 +5	+1%	+$944	0.08%	149
2022 Q2	$83K	Buy	468 +56	+14%	+$10.8K	0.08%	156
2022 Q1	$88K	Hold	412	–	–	0.07%	164
2021 Q4	$93K	Buy	+412	New	+$93.6K	0.07%	163

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

Tilia Fiduciary Partners's VB Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Vanguard Small-Cap ETF (VB) stake by 12% in Q1 2026, buying an estimated $27.9K and bringing the position to 952 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #104.

Tilia Fiduciary Partners first reported a position in VB in Q4 2021 and has held it in 10 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Tilia Fiduciary Partners held 952 shares of Vanguard Small-Cap ETF worth $249K as of Q1 2026.
Tilia Fiduciary Partners bought 103 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $27.9K.
Vanguard Small-Cap ETF made up 0.14% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #104 holding.
Tilia Fiduciary Partners first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 10 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.