Atticus Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-159	Closed	-$37.6K	–	617
2025 Q2	$37.6K	Hold	159	–	–	0.01%	344
2025 Q1	$35.2K	Sell	159 -211	-57%	-$50.4K	0.01%	263
2024 Q4	$88.8K	Buy	370 +2	+0.5%	+$492	0.03%	175
2024 Q3	$87.2K	Sell	368 -9	-2%	-$2.04K	0.03%	185
2024 Q2	$82.1K	Sell	377 -102	-21%	-$22.4K	0.03%	183
2024 Q1	$109K	Buy	479 +1	+0.2%	+$215	0.04%	160
2023 Q4	$102K	Sell	478 -26	-5%	-$5.01K	0.04%	165
2023 Q3	$95.2K	Buy	504 +2	+0.4%	+$398	0.04%	181
2023 Q2	$99.9K	Buy	502 +138	+38%	+$26.1K	0.04%	176
2023 Q1	$69K	Hold	364	–	–	0.03%	213
2022 Q4	$66.7K	Buy	364 +2	+0.6%	+$371	0.03%	218
2022 Q3	$64K	Hold	362	–	–	0.03%	212
2022 Q2	$64K	Buy	362 +90	+33%	+$17.4K	0.03%	232
2022 Q1	$58K	Buy	272 +11	+4%	+$2.32K	0.02%	235
2021 Q4	$59K	Buy	261 +110	+73%	+$25K	0.02%	209
2021 Q3	$33K	Buy	151 +76	+101%	+$16.9K	0.01%	279
2021 Q2	$17K	Buy	+75	New	+$16.6K	0.01%	302

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atticus Wealth Management's VB Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 159 shares — an estimated $37.6K sold.

Atticus Wealth Management first reported a position in VB in Q2 2021 and held it in 17 quarters. The position peaked at $109K in Q1 2024. 2,198 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Atticus Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 159 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $37.6K.
Atticus Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and held it in 17 quarters.
Atticus Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $109K in Q1 2024.
2,198 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.