Traction Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Traction Financial 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	$306K	Sell	1,168 -108	-8%	-$29.2K	0.19%	45
2025 Q4	$329K	Hold	1,276	–	–	0.2%	45
2025 Q3	$324K	Hold	1,276	–	–	0.2%	44
2025 Q2	$302K	Sell	1,276 -13	-1%	-$2.9K	0.21%	51
2025 Q1	$286K	Sell	1,289 -7	-0.5%	-$1.67K	0.22%	42
2024 Q4	$311K	Buy	1,296 +140	+12%	+$34.4K	0.24%	45
2024 Q3	$274K	Sell	1,156 -41	-3%	-$9.32K	0.22%	48
2024 Q2	$271K	Buy	1,197 +43	+4%	+$9.44K	0.2%	48
2024 Q1	$257K	Sell	1,154 -116	-9%	-$25K	0.2%	49
2023 Q4	$271K	Buy	+1,270	New	+$245K	0.18%	54

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

Traction Financial Partners's VB Position: Q1 2026 in Review

Traction Financial Partners reduced its Vanguard Small-Cap ETF (VB) stake by 8.5% in Q1 2026, selling an estimated $29.2K and leaving 1,168 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #45.

Traction Financial Partners first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $329K in Q4 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Traction Financial Partners held 1,168 shares of Vanguard Small-Cap ETF worth $306K as of Q1 2026.
Traction Financial Partners sold 108 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $29.2K.
Vanguard Small-Cap ETF made up 0.19% of Traction Financial Partners's portfolio in Q1 2026, its #45 holding.
Traction Financial Partners first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's Vanguard Small-Cap ETF position peaked at $329K in Q4 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.