Tower View Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.1K | Buy |
157
+1
| +0.6% | +$271 | 0.02% | 100 |
|
|
2025
Q4 | $40.3K | Buy |
156
+1
| +0.6% | +$256 | 0.02% | 93 |
|
|
2025
Q3 | $39.5K | Hold |
155
| – | – | 0.02% | 90 |
|
|
2025
Q2 | $36.7K | Sell |
155
-40
| -21% | -$8.92K | 0.02% | 103 |
|
|
2025
Q1 | $43.3K | Hold |
195
| – | – | 0.03% | 83 |
|
|
2024
Q4 | $46.7K | Buy |
195
+2
| +1% | +$492 | 0.02% | 84 |
|
|
2024
Q3 | $45.8K | Buy |
193
+1
| +0.5% | +$227 | 0.03% | 85 |
|
|
2024
Q2 | $42K | Sell |
192
-1,428
| -88% | -$314K | 0.02% | 86 |
|
|
2024
Q1 | $370K | Buy |
1,620
+5
| +0.3% | +$1.08K | 0.22% | 53 |
|
|
2023
Q4 | $344K | Buy |
1,615
+6
| +0.4% | +$1.16K | 0.21% | 52 |
|
|
2023
Q3 | $304K | Buy |
1,609
+8
| +0.5% | +$1.59K | 0.21% | 52 |
|
|
2023
Q2 | $318K | Sell |
1,601
-780
| -33% | -$147K | 0.22% | 52 |
|
|
2023
Q1 | $451K | Buy |
2,381
+222
| +10% | +$43.1K | 0.3% | 49 |
|
|
2022
Q4 | $396K | Buy |
2,159
+241
| +13% | +$44.7K | 0.28% | 51 |
|
|
2022
Q3 | $328K | Buy |
1,918
+119
| +7% | +$22.5K | 0.25% | 55 |
|
|
2022
Q2 | $317K | Buy |
1,799
+331
| +23% | +$63.9K | 0.23% | 56 |
|
|
2022
Q1 | $312K | Buy |
1,468
+652
| +80% | +$137K | 0.17% | 71 |
|
|
2021
Q4 | $184K | Buy |
816
+98
| +14% | +$22.3K | 0.09% | 79 |
|
|
2021
Q3 | $157K | Sell |
718
-18
| -2% | -$4K | 0.09% | 77 |
|
|
2021
Q2 | $166K | Buy |
736
+2
| +0.3% | +$443 | 0.08% | 81 |
|
|
2021
Q1 | $157K | Sell |
734
-101
| -12% | -$21.3K | 0.09% | 87 |
|
|
2020
Q4 | $163K | Buy |
835
+109
| +15% | +$19.2K | 0.09% | 81 |
|
|
2020
Q3 | $112K | Hold |
726
| – | – | 0.07% | 77 |
|
|
2020
Q2 | $106K | Sell |
726
-10,353
| -93% | -$1.39M | 0.08% | 72 |
|
|
2020
Q1 | $1.28M | Sell |
11,079
-122
| -1% | -$18.3K | 1.15% | 38 |
|
|
2019
Q4 | $1.85M | Buy |
11,201
+536
| +5% | +$85.4K | 1.41% | 33 |
|
|
2019
Q3 | $1.64M | Buy |
10,665
+182
| +2% | +$28.2K | 1.35% | 33 |
|
|
2019
Q2 | $1.64M | Sell |
10,483
-230
| -2% | -$35.5K | 1.4% | 32 |
|
|
2019
Q1 | $1.64M | Buy |
10,713
+7
| +0.1% | +$1.04K | 1.45% | 34 |
|
|
2018
Q4 | $1.41M | Buy |
10,706
+36
| +0.3% | +$5.24K | 1.46% | 32 |
|
|
2018
Q3 | $1.74M | Sell |
10,670
-4
| -0% | -$647 | 1.52% | 28 |
|
|
2018
Q2 | $1.66M | Buy |
10,674
+16
| +0.2% | +$2.45K | 1.57% | 30 |
|
|
2018
Q1 | $1.57M | Sell |
10,658
-453
| -4% | -$67.6K | 1.56% | 30 |
|
|
2017
Q4 | $1.64M | Buy |
+11,111
| New | +$1.61M | 1.51% | 30 |
|
Other funds holding VB
Tower View Wealth Management's VB Position: Q1 2026 in Review
Tower View Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 0.64% in Q1 2026, buying an estimated $271 and bringing the position to 157 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #100.
Tower View Wealth Management first reported a position in VB in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.85M in Q4 2019. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Tower View Wealth Management held 157 shares of Vanguard Small-Cap ETF worth $41.1K as of Q1 2026.
- Tower View Wealth Management bought 1 Vanguard Small-Cap ETF share in Q1 2026, an estimated $271.
- Vanguard Small-Cap ETF made up 0.02% of Tower View Wealth Management's portfolio in Q1 2026, its #100 holding.
- Tower View Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's Vanguard Small-Cap ETF position peaked at $1.85M in Q4 2019.
- 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.