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Vantage Point Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Vantage Point Financial’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 		$358K Sell
1,369
-4
-0.3% -$1.08K 0.13% 113
2025
Q4 		$354K Buy
1,373
+5
+0.4% +$1.28K 0.13% 111
2025
Q3 		$348K Buy
1,368
+247
+22% +$61.3K 0.13% 107
2025
Q2 		$266K Hold
1,121
– – 0.12% 120
2025
Q1 		$249K Sell
1,121
-205
-15% -$49K 0.13% 110
2024
Q4 		$319K Buy
+1,326
New +$326K 0.17% 83

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Vantage Point Financial's VB Position: Q1 2026 in Review

Vantage Point Financial reduced its Vanguard Small-Cap ETF (VB) stake by 0.29% in Q1 2026, selling an estimated $1.08K and leaving 1,369 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #113.

Vantage Point Financial first reported a position in VB in Q4 2024 and has held it in 6 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Vantage Point Financial held 1,369 shares of Vanguard Small-Cap ETF worth $358K as of Q1 2026.
  • Vantage Point Financial sold 4 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $1.08K.
  • Vanguard Small-Cap ETF made up 0.13% of Vantage Point Financial's portfolio in Q1 2026, its #113 holding.
  • Vantage Point Financial first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.