Turtle Creek Wealth Advisors’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
$139K Sell
532
-452
-46% -$122K 0.01% 413
2025
Q4
$254K Buy
+984
New +$252K 0.02% 340
2024
Q3
Sell
-166
Closed -$36.2K 199
2024
Q2
$36.2K Buy
+166
New +$36.5K 0.01% 176

Other funds holding VB

Turtle Creek Wealth Advisors's VB Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 46% in Q1 2026, selling an estimated $122K and leaving 532 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #413.

Turtle Creek Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Turtle Creek Wealth Advisors held 532 shares of Vanguard Small-Cap ETF worth $139K as of Q1 2026.
  • Turtle Creek Wealth Advisors sold 452 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $122K.
  • Vanguard Small-Cap ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #413 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 3 quarters since.
  • Turtle Creek Wealth Advisors's Vanguard Small-Cap ETF position peaked at $254K in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.