Wealth Management Strategies’s Vanguard Small-Cap ETF VB Stock Holding History

Wealth Management Strategies’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	$9.54M	Buy	36,415 +1,190	+3%	+$322K	4.32%	10
2025 Q4	$9.09M	Buy	35,225 +630	+2%	+$161K	4.18%	10
2025 Q3	$8.8M	Buy	+34,595	New	+$8.58M	4.36%	10
2025 Q1	$6.42M	Buy	28,949 +2,909	+11%	+$695K	4.29%	12
2024 Q4	$62.6K	Buy	+26,040	New	+$6.41M	4.79%	9

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

Wealth Management Strategies's VB Position: Q1 2026 in Review

Wealth Management Strategies increased its Vanguard Small-Cap ETF (VB) stake by 3.4% in Q1 2026, buying an estimated $322K and bringing the position to 36,415 shares worth $9.54M. The position accounts for 4.32% of the portfolio, ranked #10.

Wealth Management Strategies first reported a position in VB in Q4 2024 and has held it in 5 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Wealth Management Strategies held 36,415 shares of Vanguard Small-Cap ETF worth $9.54M as of Q1 2026.
Wealth Management Strategies bought 1,190 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $322K.
Vanguard Small-Cap ETF made up 4.32% of Wealth Management Strategies's portfolio in Q1 2026, its #10 holding.
Wealth Management Strategies first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.