VB — VANGUARD SMALL CAP ETF

Ownership history in Nicholas Hoffman & Company, LLC.  ·  39 quarters on record

AI Ownership Summary

Nicholas Hoffman & Company, LLC. reported VANGUARD SMALL CAP ETF (VB) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.63% in 2025 Q1. The latest visible filing shows VB at 4.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Hoffman & Company, LLC.'s position in VANGUARD SMALL CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VB was reported at 4.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.63% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VB stock page Nicholas Hoffman & Company, LLC. fund profile Nicholas Hoffman & Company, LLC. full holdings
How Nicholas Hoffman & Company, LLC. held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 748,000 +3,769 +0.5% 4.47% $192.9M 2026-02-14 (Est.) $275.26
2025 Q3 ADDED 744,231 +44,827 +6.4% 4.58% $189.2M 2025-11-12 $254.14
2025 Q2 ADDED 699,404 +150,303 +27.4% 4.28% $165.7M 2025-08-06 $238.23
2025 Q1 ADDED 549,101 +69,761 +14.6% 4.63% $121.8M 2025-05-09 $220.34
2024 Q4 ADDED 479,340 +42,839 +9.8% 4.61% $115.2M 2025-01-31 $245.23
2024 Q3 ADDED 436,501 +22,774 +5.5% 4.37% $103.5M 2024-10-25 $231.43
2024 Q2 ADDED 413,727 +29,598 +7.7% 4.23% $90.2M 2024-08-02 $215.69
2024 Q1 ADDED 384,129 +45,192 +13.3% 4.46% $87.8M 2024-04-22 $207.56
2023 Q4 ADDED 338,937 +32,456 +10.6% 4.35% $72.3M 2024-02-01 $203.90
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

ATMOS ADVISORY, LLC 3Y 8.54% Heartwood Wealth Advisors LLC 3Y 8.48% Plus Group Wealth Advisors LLC 8.45% Horizons Wealth Management 3Y 6.94% Beacon Financial Strategies CORP 5.96% Box Hill Private Wealth LLC 4.94% Noble Family Wealth, LLC 4.44% Agate Pass Investment Management, LLC 3Y 4.32% Twele Capital Management, Inc. 3Y 7Y 3.65% SIGNATUREFD, LLC 3Y 7Y 3.63%

FAQ About Nicholas Hoffman & Company, LLC. and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nicholas Hoffman & Company, LLC. reported owning VB?

Nicholas Hoffman & Company, LLC. reported VB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VB position in Nicholas Hoffman & Company, LLC.'s portfolio?

The largest reported portfolio weight for VB was 4.63% in 2025 Q1.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when Nicholas Hoffman & Company, LLC. reported 748,000 shares, equal to 4.47% of portfolio, with an estimated market value of $192.9M.

What does the chart on this VB ownership page compare?

The chart compares Nicholas Hoffman & Company, LLC.'s quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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