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WIT LLC’s Vanguard Small-Cap ETF VB Stock Holding History

WIT LLC’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 		$69.2M Sell
264,221
-131
-0% -$35.5K 1.31% 11
2025
Q4 		$68.2M Buy
264,352
+3,797
+1% +$973K 1.37% 9
2025
Q3 		$66.3M Buy
260,555
+15,700
+6% +$3.89M 1.5% 8
2025
Q2 		$58M Sell
244,855
-2,003,539
-89% -$447M 1.44% 10
2025
Q1 		$266M Buy
2,248,394
+1,364,581
+154% +$326M 7.57% 3
2024
Q4 		$102M Buy
883,813
+882,884
+95,036% +$217M 3.27% 4
2024
Q3 		$111M Buy
929
+719
+342% +$163K 3.21% 4
2024
Q2 		$45.8M Hold
210
– – 1.38% 10
2024
Q1 		$48K Sell
210
-53
-20% -$11.4K 1.46% 10
2023
Q4 		$56.1M Sell
263
-375
-59% -$72.3K 2.16% 6
2023
Q3 		$121M Sell
638
-107
-14% -$21.3K 3.5% 6
2023
Q2 		$148M Hold
745
– – 3.8% 6
2023
Q1 		$141M Buy
745
+375
+101% +$72.7K 3.59% 7
2022
Q4 		$68.9M Hold
370
– – 1.89% 9
2022
Q3 		$63.2K Sell
370
-375
-50% -$70.8K 1.8% 9
2022
Q2 		$131K Hold
745
– – 3.24% 7
2022
Q1 		$158K Sell
745
-744,278
-100% -$157M 3.12% 9
2021
Q4 		$168M Hold
745,023
– – 3.78% 6
2021
Q3 		$163M Hold
745,023
– – 3.25% 7
2021
Q2 		$168M Sell
745,023
-126,480
-15% -$28M 3.37% 8
2021
Q1 		$187M Hold
871,503
– – 4.14% 7
2020
Q4 		$170M Buy
+871,503
New +$154M 4.48% 7

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

WIT LLC's VB Position: Q1 2026 in Review

WIT LLC reduced its Vanguard Small-Cap ETF (VB) stake by 0.05% in Q1 2026, selling an estimated $35.5K and leaving 264,221 shares worth $69.2M. The position accounts for 1.31% of the portfolio, ranked #11.

WIT LLC first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $266M in Q1 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • WIT LLC held 264,221 shares of Vanguard Small-Cap ETF worth $69.2M as of Q1 2026.
  • WIT LLC sold 131 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $35.5K.
  • Vanguard Small-Cap ETF made up 1.31% of WIT LLC's portfolio in Q1 2026, its #11 holding.
  • WIT LLC first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • WIT LLC's Vanguard Small-Cap ETF position peaked at $266M in Q1 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on WIT LLC's 13F filing for Q1 2026, filed 15 May 2026.