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

Base 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
Q4 		– Sell
-911
Closed -$232K – 65
2025
Q3 		$232K Sell
911
-134
-13% -$33.2K 0.13% 52
2025
Q2 		$248K Sell
1,045
-317
-23% -$70.7K 0.16% 48
2025
Q1 		$302K Buy
+1,362
New +$325K 0.23% 41

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Base Wealth Management's VB Position: Q4 2025 in Review

Base Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 911 shares — an estimated $232K sold.

Base Wealth Management first reported a position in VB in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q1 2025. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Base Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Base Wealth Management sold 911 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $232K.
  • Base Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Base Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $302K in Q1 2025.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Base Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.