SIMS INVESTMENT MANAGEMENT, LLC VB — VANGUARD SMALL CAP ETF

Ownership history in SIMS INVESTMENT MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

SIMS INVESTMENT MANAGEMENT, LLC reported VANGUARD SMALL CAP ETF (VB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows VB at 0.10% 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.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIMS INVESTMENT MANAGEMENT, 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
2026 Q1

VB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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
2024 Q4 to 2026 Q1

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 SIMS INVESTMENT MANAGEMENT, LLC fund profile SIMS INVESTMENT MANAGEMENT, LLC full holdings
How SIMS INVESTMENT MANAGEMENT, LLC held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,036 +3 +0.3% 0.10% $271K 2026-04-21 $284.17
2025 Q4 REDUCED — — — 1,033 -53 -4.9% 0.09% $266K 2026-01-16 $274.50
2025 Q3 REDUCED 32.0% +3.2% ❌ 1,086 -511 -32.0% 0.10% $276K 2025-10-22 $252.24
2025 Q2 REDUCED 5.8% +7.6% ❌ 1,597 -98 -5.8% 0.15% $378K 2025-07-29 $242.43
2025 Q1 ADDED — — — 1,695 +560 +49.3% 0.17% $376K 2025-04-24 $212.35
2024 Q4 INITIATED — — — 1,135 — — 0.15% $273K 2025-02-05 $246.21

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

Brown Financial Advisory 3Y 18.36% Sharp Wealth Advisory, LLC 14.74% Gibraltar Capital Management, Inc. 3Y 7Y 12.63% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.5% BCK Partners, Inc. 3Y 11.59% Koesten, Hirschmann & Crabtree, INC. 3Y 11.19% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.81% MBE Wealth Management, LLC 3Y 10.79% MilWealth Group LLC 3Y 10.77% Whelan Financial 3Y 10.5%

FAQ About SIMS INVESTMENT MANAGEMENT, 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 SIMS INVESTMENT MANAGEMENT, LLC reported owning VB?

SIMS INVESTMENT MANAGEMENT, LLC reported VB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VB position in SIMS INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VB was 0.17% in 2025 Q1.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q1, when SIMS INVESTMENT MANAGEMENT, LLC reported 1,036 shares, equal to 0.10% of portfolio, with an estimated market value of $271K.

What does the chart on this VB ownership page compare?

The chart compares SIMS INVESTMENT MANAGEMENT, 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.

How well did SIMS INVESTMENT MANAGEMENT, LLC time their VB position?

Based on 13F filing dates vs. subsequent VB price moves, SIMS INVESTMENT MANAGEMENT, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on VB relative to SPY over the holding period was -2.0%.

← Back to SIMS INVESTMENT MANAGEMENT, LLC Holdings