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

Western Wealth Management’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 		$2.48M Buy
9,461
+382
+4% +$103K 0.09% 239
2025
Q4 		$2.34M Buy
9,079
+4,194
+86% +$1.07M 0.11% 191
2025
Q3 		$1.24M Sell
4,885
-600
-11% -$149K 0.07% 259
2025
Q2 		$1.3M Buy
5,485
+342
+7% +$76.3K 0.08% 225
2025
Q1 		$1.14M Sell
5,143
-128
-2% -$30.6K 0.08% 230
2024
Q4 		$1.27M Sell
5,271
-354
-6% -$87.1K 0.08% 215
2024
Q3 		$1.33M Buy
5,625
+247
+5% +$56.1K 0.08% 259
2024
Q2 		$1.17M Buy
5,378
+267
+5% +$58.6K 0.09% 203
2024
Q1 		$1.17M Buy
5,111
+4
+0.1% +$860 0.09% 207
2023
Q4 		$1.09M Buy
5,107
+784
+18% +$151K 0.08% 260
2023
Q3 		$817K Buy
4,323
+1,272
+42% +$253K 0.07% 290
2023
Q2 		$607K Sell
3,051
-913
-23% -$173K 0.05% 336
2023
Q1 		$751K Sell
3,964
-1,898
-32% -$368K 0.07% 282
2022
Q4 		$1.08M Sell
5,862
-4,136
-41% -$767K 0.11% 207
2022
Q3 		$1.74M Buy
9,998
+3,313
+50% +$626K 0.1% 204
2022
Q2 		$1.19M Buy
6,685
+383
+6% +$74K 0.07% 268
2022
Q1 		$1.34M Buy
6,302
+1,984
+46% +$418K 0.07% 279
2021
Q4 		$974K Buy
+4,318
New +$981K 0.1% 200
2021
Q2 		$502K Buy
+2,220
New +$492K 0.05% 355
2020
Q4 		– Sell
-1,503
Closed -$231K – 503
2020
Q3 		$231K Buy
+1,503
New +$231K 0.04% 384
2020
Q1 		– Sell
-1,316
Closed -$218K – 422
2019
Q4 		$218K Sell
1,316
-32
-2% -$5.1K 0.03% 377
2019
Q3 		$207K Sell
1,348
-33
-2% -$5.12K 0.04% 367
2019
Q2 		$218K Buy
+1,381
New +$213K 0.03% 369

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

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

Western Wealth Management increased its Vanguard Small-Cap ETF (VB) stake by 4.2% in Q1 2026, buying an estimated $103K and bringing the position to 9,461 shares worth $2.48M. The position accounts for 0.09% of the portfolio, ranked #239.

Western Wealth Management first reported a position in VB in Q2 2019 and has held it in 23 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Western Wealth Management held 9,461 shares of Vanguard Small-Cap ETF worth $2.48M as of Q1 2026.
  • Western Wealth Management bought 382 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $103K.
  • Vanguard Small-Cap ETF made up 0.09% of Western Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Western Wealth Management first reported a position in Vanguard Small-Cap ETF in Q2 2019 and has held it in 23 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.