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Briaud Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Briaud Financial Planning’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
-88
Closed -$20K – 326
2025
Q2 		$20K Hold
88
– – 0.01% 172
2025
Q1 		$19K Buy
+88
New +$21K 0.01% 130

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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

Briaud Financial Planning's VB Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 88 shares — an estimated $20K sold.

Briaud Financial Planning first reported a position in VB in Q1 2025 and held it in 2 quarters. The position peaked at $20K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Briaud Financial Planning reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 88 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $20K.
  • Briaud Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Briaud Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $20K in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.