Wulff, Hansen & Co’s Vanguard Small-Cap ETF VB Stock Holding History

Wulff, Hansen & Co’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	$321K	Hold	1,225	–	–	0.33%	82
2025 Q4	$316K	Sell	1,225 -10	-0.8%	-$2.56K	0.27%	87
2025 Q3	$314K	Sell	1,235 -505	-29%	-$125K	0.27%	85
2025 Q2	$412K	Buy	1,740 +50	+3%	+$11.2K	0.35%	72
2025 Q1	$375K	Hold	1,690	–	–	0.34%	71
2024 Q4	$406K	Buy	1,690 +50	+3%	+$12.3K	0.38%	63
2024 Q3	$389K	Hold	1,640	–	–	0.35%	66
2024 Q2	$358K	Buy	+1,640	New	+$360K	0.35%	65

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wulff, Hansen & Co's VB Position: Q1 2026 in Review

Wulff, Hansen & Co held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 1,225 shares worth $321K. The position accounts for 0.33% of the portfolio, ranked #82.

Wulff, Hansen & Co first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $412K in Q2 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Wulff, Hansen & Co held 1,225 shares of Vanguard Small-Cap ETF worth $321K as of Q1 2026.
Wulff, Hansen & Co left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.33% of Wulff, Hansen & Co's portfolio in Q1 2026, its #82 holding.
Wulff, Hansen & Co first reported a position in Vanguard Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Wulff, Hansen & Co's Vanguard Small-Cap ETF position peaked at $412K in Q2 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.