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Vise Technologies’s Vanguard Small-Cap ETF VB Stock Holding History

Vise Technologies’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 		$8.11M Hold
31,433
– – 0.16% 107
2025
Q4 		$8.11M Buy
31,433
+15,930
+103% +$4.08M 0.16% 107
2025
Q3 		$3.94M Buy
15,503
+2,152
+16% +$534K 0.15% 140
2025
Q2 		$3.16M Buy
+13,351
New +$2.98M 0.13% 171
2024
Q4 		$828K Buy
3,446
+1,645
+91% +$405K 0.07% 302
2024
Q3 		$427K Buy
1,801
+23
+1% +$5.23K 0.05% 338
2024
Q2 		$388K Buy
1,778
+594
+50% +$130K 0.07% 269
2024
Q1 		$271K Sell
1,184
-650
-35% -$140K 0.05% 304
2023
Q4 		$391K Buy
1,834
+248
+16% +$47.8K 0.08% 223
2023
Q3 		$300K Sell
1,586
-40
-2% -$7.97K 0.07% 243
2023
Q2 		$323K Sell
1,626
-64
-4% -$12.1K 0.08% 236
2023
Q1 		$320K Buy
1,690
+70
+4% +$13.6K 0.08% 239
2022
Q4 		$297K Buy
+1,620
New +$300K 0.09% 237
2022
Q1 		– Sell
-2,928
Closed -$662K – 264
2021
Q4 		$662K Buy
+2,928
New +$665K 0.18% 81

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

Vise Technologies's VB Position: Q1 2026 in Review

Vise Technologies held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 31,433 shares worth $8.11M. The position accounts for 0.16% of the portfolio, ranked #107.

Vise Technologies first reported a position in VB in Q4 2021 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Vise Technologies held 31,433 shares of Vanguard Small-Cap ETF worth $8.11M as of Q1 2026.
  • Vise Technologies left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.16% of Vise Technologies's portfolio in Q1 2026, its #107 holding.
  • Vise Technologies first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.