Total Wealth Planning’s Vanguard Small-Cap ETF VB Stock Holding History

Total Wealth Planning’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 Q4	–	Sell	-1,291	Closed	-$328K	–	101
2025 Q3	$328K	Sell	1,291 -51	-4%	-$12.6K	0.04%	91
2025 Q2	$318K	Buy	1,342 +6	+0.4%	+$1.34K	0.04%	88
2025 Q1	$296K	Sell	1,336 -24	-2%	-$5.73K	0.05%	79
2024 Q4	$327K	Buy	1,360 +19	+1%	+$4.67K	0.05%	76
2024 Q3	$318K	Hold	1,341	–	–	0.05%	78
2024 Q2	$314K	Sell	1,341 -14	-1%	-$3.07K	0.05%	78
2024 Q1	$310K	Sell	1,355 -191	-12%	-$41.1K	0.05%	80
2023 Q4	$330K	Sell	1,546 -813	-34%	-$157K	0.06%	76
2023 Q3	$446K	Sell	2,359 -208	-8%	-$41.4K	0.09%	66
2023 Q2	$511K	Sell	2,567 -5	-0.2%	-$945	0.11%	63
2023 Q1	$488K	Buy	2,572 +15	+0.6%	+$2.91K	0.11%	65
2022 Q4	$469K	Buy	2,557 +8	+0.3%	+$1.48K	0.12%	63
2022 Q3	$436K	Sell	2,549 -1,208	-32%	-$228K	0.12%	62
2022 Q2	$662K	Buy	3,757 +325	+9%	+$62.8K	0.19%	53
2022 Q1	$729K	Buy	+3,432	New	+$722K	0.2%	51

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Total Wealth Planning's VB Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,291 shares — an estimated $328K sold.

Total Wealth Planning first reported a position in VB in Q1 2022 and held it in 15 quarters. The position peaked at $729K in Q1 2022. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Total Wealth Planning reported no remaining Vanguard Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 1,291 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $328K.
Total Wealth Planning first reported a position in Vanguard Small-Cap ETF in Q1 2022 and held it in 15 quarters.
Total Wealth Planning's Vanguard Small-Cap ETF position peaked at $729K in Q1 2022.
2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.