WealthShield Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
4,003
+157
| +4% | +$42.5K | 0.12% | 180 |
|
|
2025
Q4 | $992K | Buy |
3,846
+28
| +0.7% | +$7.17K | 0.11% | 181 |
|
|
2025
Q3 | $971K | Buy |
3,818
+16
| +0.4% | +$3.97K | 0.11% | 179 |
|
|
2025
Q2 | $901K | Sell |
3,802
-453
| -11% | -$101K | 0.11% | 179 |
|
|
2025
Q1 | $944K | Buy |
4,255
+1,081
| +34% | +$258K | 0.12% | 169 |
|
|
2024
Q4 | $763K | Sell |
3,174
-76
| -2% | -$18.7K | 0.11% | 179 |
|
|
2024
Q3 | $772K | Buy |
3,250
+585
| +22% | +$133K | 0.1% | 176 |
|
|
2024
Q2 | $582K | Buy |
2,665
+1,853
| +228% | +$407K | 0.09% | 190 |
|
|
2024
Q1 | $186K | Sell |
812
-699
| -46% | -$150K | 0.03% | 276 |
|
|
2023
Q4 | $322K | Sell |
1,511
-320
| -17% | -$61.7K | 0.05% | 232 |
|
|
2023
Q3 | $346K | Hold |
1,831
| – | – | 0.05% | 239 |
|
|
2023
Q2 | $364K | Buy |
1,831
+55
| +3% | +$10.4K | 0.05% | 230 |
|
|
2023
Q1 | $337K | Sell |
1,776
-41
| -2% | -$7.95K | 0.05% | 236 |
|
|
2022
Q4 | $333K | Buy |
1,817
+433
| +31% | +$80.3K | 0.06% | 234 |
|
|
2022
Q3 | $237K | Buy |
1,384
+19
| +1% | +$3.59K | 0.05% | 274 |
|
|
2022
Q2 | $240K | Sell |
1,365
-349
| -20% | -$67.4K | 0.05% | 270 |
|
|
2022
Q1 | $364K | Buy |
1,714
+686
| +67% | +$144K | 0.06% | 265 |
|
|
2021
Q4 | $232K | Sell |
1,028
-23,124
| -96% | -$5.25M | 0.04% | 260 |
|
|
2021
Q3 | $5.28M | Sell |
24,152
-373
| -2% | -$82.9K | 1.41% | 19 |
|
|
2021
Q2 | $5.53M | Buy |
24,525
+647
| +3% | +$143K | 0.87% | 32 |
|
|
2021
Q1 | $5.11M | Sell |
23,878
-707
| -3% | -$149K | 0.92% | 31 |
|
|
2020
Q4 | $4.79M | Buy |
24,585
+22,312
| +982% | +$3.94M | 0.88% | 34 |
|
|
2020
Q3 | $350K | Sell |
2,273
-90
| -4% | -$13.8K | 0.12% | 172 |
|
|
2020
Q2 | $344K | Buy |
2,363
+588
| +33% | +$79K | 0.16% | 143 |
|
|
2020
Q1 | $205K | Sell |
1,775
-214
| -11% | -$32.2K | 0.13% | 152 |
|
|
2019
Q4 | $329K | Hold |
1,989
| – | – | 0.16% | 130 |
|
|
2019
Q3 | $306K | Hold |
1,989
| – | – | 0.16% | 133 |
|
|
2019
Q2 | $312K | Sell |
1,989
-288
| -13% | -$44.5K | 0.18% | 112 |
|
|
2019
Q1 | $348K | Sell |
2,277
-130
| -5% | -$19.3K | 0.19% | 94 |
|
|
2018
Q4 | $318K | Buy |
2,407
+662
| +38% | +$96.4K | 0.22% | 86 |
|
|
2018
Q3 | $285K | Buy |
1,745
+69
| +4% | +$11.2K | 0.16% | 93 |
|
|
2018
Q2 | $261K | Buy |
1,676
+744
| +80% | +$114K | 0.16% | 99 |
|
|
2018
Q1 | $137K | Sell |
932
-105
| -10% | -$15.7K | 0.09% | 127 |
|
|
2017
Q4 | $154K | Buy |
+1,037
| New | +$150K | 0.09% | 128 |
|
Other funds holding VB
WealthShield Partners's VB Position: Q1 2026 in Review
WealthShield Partners increased its Vanguard Small-Cap ETF (VB) stake by 4.1% in Q1 2026, buying an estimated $42.5K and bringing the position to 4,003 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #180.
WealthShield Partners first reported a position in VB in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.53M in Q2 2021. 2,387 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- WealthShield Partners held 4,003 shares of Vanguard Small-Cap ETF worth $1.05M as of Q1 2026.
- WealthShield Partners bought 157 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $42.5K.
- Vanguard Small-Cap ETF made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #180 holding.
- WealthShield Partners first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's Vanguard Small-Cap ETF position peaked at $5.53M in Q2 2021.
- 2,387 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.