WI
VB icon

Westbourne Investments’s Vanguard Small-Cap ETF VB Stock Holding History

Westbourne Investments’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 		$443K Hold
1,690
– – 0.21% 97
2025
Q4 		$436K Hold
1,690
– – 0.2% 92
2025
Q3 		$431K Buy
1,690
+100
+6% +$24.8K 0.21% 85
2025
Q2 		$377K Sell
1,590
-25
-2% -$5.58K 0.2% 92
2025
Q1 		$358K Sell
1,615
-290
-15% -$69.3K 0.22% 95
2024
Q4 		$458K Buy
+1,905
New +$469K 0.27% 76

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

Westbourne Investments's VB Position: Q1 2026 in Review

Westbourne Investments held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,690 shares worth $443K. The position accounts for 0.21% of the portfolio, ranked #97.

Westbourne Investments first reported a position in VB in Q4 2024 and has held it in 6 quarters since. The position peaked at $458K in Q4 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Westbourne Investments held 1,690 shares of Vanguard Small-Cap ETF worth $443K as of Q1 2026.
  • Westbourne Investments left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap ETF made up 0.21% of Westbourne Investments's portfolio in Q1 2026, its #97 holding.
  • Westbourne Investments first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's Vanguard Small-Cap ETF position peaked at $458K in Q4 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.