Brass Tax Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Brass Tax 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 Q3	$18.5M	Sell	72,802 -64,864	-47%	-$16.1M	3.08%	8
2025 Q2	$32.6M	Buy	137,666 +2,816	+2%	+$628K	6.28%	2
2025 Q1	$29.9M	Buy	134,850 +1,942	+1%	+$464K	6.28%	2
2024 Q4	$31.9M	Buy	132,908 +188	+0.1%	+$46.3K	6.72%	2
2024 Q3	$31.5M	Buy	132,720 +65,329	+97%	+$14.8M	6.74%	2
2024 Q2	$14.7M	Buy	67,391 +8,402	+14%	+$1.85M	6.35%	3
2024 Q1	$13.5M	Buy	+58,989	New	+$12.7M	7.03%	4

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Brass Tax Wealth Management's VB Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 47% in Q3 2025, selling an estimated $16.1M and leaving 72,802 shares worth $18.5M. The position accounts for 3.08% of the portfolio, ranked #8.

Brass Tax Wealth Management first reported a position in VB in Q1 2024 and has held it in 7 quarters since. The position peaked at $32.6M in Q2 2025. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Brass Tax Wealth Management held 72,802 shares of Vanguard Small-Cap ETF worth $18.5M as of Q3 2025.
Brass Tax Wealth Management sold 64,864 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $16.1M.
Vanguard Small-Cap ETF made up 3.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #8 holding.
Brass Tax Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's Vanguard Small-Cap ETF position peaked at $32.6M in Q2 2025.
2,195 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.