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Axos Invest’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Axos Invest’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
-1,116
Closed -$264K – 24
2025
Q2 		$264K Sell
1,116
-63
-5% -$14.1K 0.2% 20
2025
Q1 		$261K Sell
1,179
-428
-27% -$102K 0.2% 20
2024
Q4 		$386K Buy
1,607
+16
+1% +$3.94K 0.28% 18
2024
Q3 		$377K Buy
+1,591
New +$362K 0.26% 19

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Axos Invest's VB Position: Q3 2025 in Review

Axos Invest sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 1,116 shares — an estimated $264K sold.

Axos Invest first reported a position in VB in Q3 2024 and held it in 4 quarters. The position peaked at $386K in Q4 2024. 2,196 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Axos Invest reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Axos Invest sold 1,116 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $264K.
  • Axos Invest first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 4 quarters.
  • Axos Invest's Vanguard Morningstar Small-Cap ETF position peaked at $386K in Q4 2024.
  • 2,196 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Axos Invest's 13F filing for Q3 2025, filed 16 Oct 2025.