Victory Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Victory Financial Group’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	$750K	Buy	2,864 +1,441	+101%	+$390K	0.09%	149
2025 Q4	$367K	Sell	1,423 -51	-3%	-$13.1K	0.05%	213
2025 Q3	$375K	Hold	1,474	–	–	0.05%	174
2025 Q2	$349K	Sell	1,474 -235	-14%	-$52.4K	0.06%	154
2025 Q1	$379K	Sell	1,709 -1,769	-51%	-$422K	0.07%	117
2024 Q4	$836K	Buy	+3,478	New	+$856K	0.22%	59
2024 Q2	$889K	Sell	4,075 -740	-15%	-$163K	0.42%	32
2024 Q1	$1.1M	Buy	4,815 +207	+4%	+$44.5K	0.65%	24
2023 Q4	$983K	Buy	+4,608	New	+$888K	0.66%	26

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

Victory Financial Group's VB Position: Q1 2026 in Review

Victory Financial Group increased its Vanguard Small-Cap ETF (VB) stake by 101% in Q1 2026, buying an estimated $390K and bringing the position to 2,864 shares worth $750K. The position accounts for 0.09% of the portfolio, ranked #149.

Victory Financial Group first reported a position in VB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Victory Financial Group held 2,864 shares of Vanguard Small-Cap ETF worth $750K as of Q1 2026.
Victory Financial Group bought 1,441 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $390K.
Vanguard Small-Cap ETF made up 0.09% of Victory Financial Group's portfolio in Q1 2026, its #149 holding.
Victory Financial Group first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Victory Financial Group's Vanguard Small-Cap ETF position peaked at $1.1M in Q1 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.