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

Topsail 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	$1.4M	Sell	5,340 -390	-7%	-$106K	0.21%	45
2025 Q4	$1.48M	Sell	5,730 -814	-12%	-$209K	0.22%	42
2025 Q3	$1.67M	Hold	6,544	–	–	0.28%	40
2025 Q2	$1.56M	Hold	6,544	–	–	0.28%	39
2025 Q1	$1.45M	Buy	6,544 +158	+2%	+$37.7K	0.3%	36
2024 Q4	$1.53M	Buy	+6,386	New	+$1.57M	0.33%	31

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

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

Topsail Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 6.8% in Q1 2026, selling an estimated $106K and leaving 5,340 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #45.

Topsail Wealth Management first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Topsail Wealth Management held 5,340 shares of Vanguard Small-Cap ETF worth $1.4M as of Q1 2026.
Topsail Wealth Management sold 390 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $106K.
Vanguard Small-Cap ETF made up 0.21% of Topsail Wealth Management's portfolio in Q1 2026, its #45 holding.
Topsail Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's Vanguard Small-Cap ETF position peaked at $1.67M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.