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Watts Gwilliam & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$3.1M Hold
12,190
– – 0.5% 39
2025
Q2 		$3.16M Sell
12,190
-829
-6% -$185K 0.52% 38
2025
Q1 		$2.89M Buy
13,019
+59
+0.5% +$14.1K 0.63% 39
2024
Q4 		$3.13M Sell
12,960
-108
-0.8% -$26.6K 0.66% 37
2024
Q3 		$3.07M Buy
+13,068
New +$2.97M 0.67% 35
2024
Q1 		$2.96M Buy
+13,146
New +$2.83M 0.91% 24

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Watts Gwilliam & Co's VB Position: Q3 2025 in Review

Watts Gwilliam & Co held its Vanguard Small-Cap ETF (VB) position steady in Q3 2025 at 12,190 shares worth $3.1M. The position accounts for 0.5% of the portfolio, ranked #39.

Watts Gwilliam & Co first reported a position in VB in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Watts Gwilliam & Co held 12,190 shares of Vanguard Small-Cap ETF worth $3.1M as of Q3 2025.
  • Watts Gwilliam & Co left its Vanguard Small-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Small-Cap ETF made up 0.5% of Watts Gwilliam & Co's portfolio in Q3 2025, its #39 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Vanguard Small-Cap ETF position peaked at $3.16M in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.