Bay Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bay Capital 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 Q3	–	Sell	-849	Closed	-$201K	–	115
2025 Q2	$201K	Buy	+849	New	+$189K	0.15%	108
2025 Q1	–	Sell	-905	Closed	-$217K	–	114
2024 Q4	$217K	Buy	+905	New	+$223K	0.17%	106

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 22.9% 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

Bay Capital Advisors's VB Position: Q3 2025 in Review

Bay Capital Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 849 shares — an estimated $201K sold.

Bay Capital Advisors first reported a position in VB in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Bay Capital Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Bay Capital Advisors sold 849 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $201K.
Bay Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and held it in 2 quarters.
Bay Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $217K in Q4 2024.
2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Bay Capital Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.