Barnes Pettey Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Barnes Pettey Financial Advisors’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 Q2	–	Sell	-2,428	Closed	-$538K	–	114
2025 Q1	$538K	Buy	2,428 +785	+48%	+$187K	0.42%	50
2024 Q4	$395K	Buy	1,643 +7	+0.4%	+$1.72K	0.3%	58
2024 Q3	$388K	Buy	1,636 +3	+0.2%	+$682	0.31%	57
2024 Q2	$356K	Buy	+1,633	New	+$359K	0.31%	58
2022 Q4	–	Sell	-1,302	Closed	-$223K	–	105
2022 Q3	$223K	Buy	+1,302	New	+$246K	0.3%	80

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Barnes Pettey Financial Advisors's VB Position: Q2 2025 in Review

Barnes Pettey Financial Advisors sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 2,428 shares — an estimated $538K sold.

Barnes Pettey Financial Advisors first reported a position in VB in Q3 2022 and held it in 5 quarters. The position peaked at $538K in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Barnes Pettey Financial Advisors reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 2,428 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $538K.
Barnes Pettey Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2022 and held it in 5 quarters.
Barnes Pettey Financial Advisors's Vanguard Small-Cap ETF position peaked at $538K in Q1 2025.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.