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Boreal Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Boreal Capital 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
-250
Closed -$59.4K – 559
2025
Q2 		$59.4K Buy
+250
New +$55.8K 0.05% 202

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Envestnet Asset Management
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LPL Financial
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UBS Group
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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boreal Capital Management's VB Position: Q3 2025 in Review

Boreal Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 250 shares — an estimated $59.4K sold.

Boreal Capital Management first reported a position in VB in Q2 2025 and held it in 1 quarter. The position peaked at $59.4K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Boreal Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Boreal Capital Management sold 250 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $59.4K.
  • Boreal Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Boreal Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $59.4K in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.