TCV Trust & Wealth Management, Inc. VB — VANGUARD INDEX FDS SMALL CP ETF

Ownership history in TCV Trust & Wealth Management, Inc.  ·  73 quarters on record

AI Ownership Summary

TCV Trust & Wealth Management, Inc. reported VANGUARD INDEX FDS SMALL CP ETF (VB) in 73 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.87% in 2024 Q1. The latest visible filing shows VB at 3.74% 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 TCV Trust & Wealth Management, Inc.'s position in VANGUARD INDEX FDS SMALL CP 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 3.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% in 2024 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 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 TCV Trust & Wealth Management, Inc. fund profile TCV Trust & Wealth Management, Inc. full holdings
How TCV Trust & Wealth Management, Inc. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 170,397 -1,429 -0.8% 3.74% $44.6M 2026-04-21 $284.17
2025 Q4 ADDED — — — 171,826 +1,958 +1.2% 3.58% $44.3M 2026-01-23 $273.63
2025 Q3 REDUCED — — — 169,868 -1,355 -0.8% 3.62% $43.2M 2025-10-23 $255.17
2025 Q2 REDUCED — — — 171,223 -1,504 -0.9% 3.55% $40.6M 2025-07-11 $239.78
2025 Q1 REDUCED — — — 172,727 -1,647 -0.9% 3.55% $38.3M 2025-04-24 $212.35
2024 Q4 REDUCED — — — 174,374 -937 -0.5% 3.87% $41.9M 2025-01-29 $244.60
2024 Q3 REDUCED — — — 175,311 -391 -0.2% 3.73% $41.6M 2024-10-24 $232.39
2024 Q2 REDUCED — — — 175,702 -1,098 -0.6% 3.65% $38.3M 2024-07-26 $226.48
2024 Q1 REDUCED — — — 176,800 -2,024 -1.1% 3.87% $40.4M 2024-04-16 $206.71
2023 Q4 REDUCED — — — 178,824 -463 -0.3% 3.85% $38.1M 2024-01-25 $203.34
63 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

Brown Financial Advisory 3Y 18.36% Sharp Wealth Advisory, LLC 14.74% Gibraltar Capital Management, Inc. 3Y 7Y 12.63% 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% Whelan Financial 3Y 10.5% BURRUS FINANCIAL SERVICES, INC. 10.22% Arbor Wealth Advisors LLC 9.26%

FAQ About TCV Trust & Wealth Management, Inc. and VB

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

How long has TCV Trust & Wealth Management, Inc. reported owning VB?

TCV Trust & Wealth Management, Inc. reported VB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VB position in TCV Trust & Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for VB was 3.87% in 2024 Q1.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q1, when TCV Trust & Wealth Management, Inc. reported 170,397 shares, equal to 3.74% of portfolio, with an estimated market value of $44.6M.

What does the chart on this VB ownership page compare?

The chart compares TCV Trust & Wealth Management, Inc.'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 TCV Trust & Wealth Management, Inc. time their VB position?

Based on 13F filing dates vs. subsequent VB price moves, TCV Trust & Wealth Management, Inc. correctly timed 28 out of 72 reported position changes (39%). The annualised alpha on VB relative to SPY over the holding period was -1.2%.

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