WFAG
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Wescott Financial Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History

Wescott Financial Advisory 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 		$702K Sell
2,680
-127
-5% -$34.4K 0.06% 120
2025
Q4 		$724K Buy
2,807
+74
+3% +$19K 0.06% 113
2025
Q3 		$695K Sell
2,733
-34
-1% -$8.43K 0.06% 109
2025
Q2 		$656K Sell
2,767
-28
-1% -$6.25K 0.06% 106
2025
Q1 		$620K Sell
2,795
-61
-2% -$14.6K 0.06% 102
2024
Q4 		$686K Sell
2,856
-402
-12% -$98.9K 0.07% 98
2024
Q3 		$773K Sell
3,258
-485
-13% -$110K 0.08% 92
2024
Q2 		$816K Sell
3,743
-72
-2% -$15.8K 0.09% 88
2024
Q1 		$872K Sell
3,815
-3
-0.1% -$645 0.11% 81
2023
Q4 		$815K Sell
3,818
-41
-1% -$7.9K 0.11% 77
2023
Q3 		$730K Sell
3,859
-390
-9% -$77.7K 0.13% 77
2023
Q2 		$845K Sell
4,249
-324
-7% -$61.2K 0.15% 79
2023
Q1 		$867K Sell
4,573
-36
-0.8% -$6.98K 0.19% 75
2022
Q4 		$846K Buy
4,609
+20
+0.4% +$3.71K 0.18% 72
2022
Q3 		$784K Buy
4,589
+10
+0.2% +$1.89K 0.22% 63
2022
Q2 		$806K Sell
4,579
-966
-17% -$187K 0.22% 61
2022
Q1 		$1.18M Buy
+5,545
New +$1.17M 0.3% 48

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

Wescott Financial Advisory Group's VB Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Small-Cap ETF (VB) stake by 4.5% in Q1 2026, selling an estimated $34.4K and leaving 2,680 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #120.

Wescott Financial Advisory Group first reported a position in VB in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q1 2022. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Wescott Financial Advisory Group held 2,680 shares of Vanguard Small-Cap ETF worth $702K as of Q1 2026.
  • Wescott Financial Advisory Group sold 127 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard Small-Cap ETF made up 0.06% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #120 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's Vanguard Small-Cap ETF position peaked at $1.18M in Q1 2022.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.