Buffington Mohr McNeal’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Buffington Mohr McNeal’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 Q1	–	Sell	-885	Closed	-$213K	–	137
2024 Q4	$213K	Hold	885	–	–	0.04%	129
2024 Q3	$210K	Buy	+885	New	+$201K	0.03%	130
2024 Q2	–	Sell	-885	Closed	-$202K	–	131
2024 Q1	$202K	Buy	+885	New	+$190K	0.04%	128
2022 Q2	–	Sell	-970	Closed	-$206K	–	126
2022 Q1	$206K	Hold	970	–	–	0.04%	121
2021 Q4	$219K	Buy	970 +14	+1%	+$3.18K	0.04%	129
2021 Q3	$209K	Hold	956	–	–	0.04%	118
2021 Q2	$215K	Hold	956	–	–	0.04%	121
2021 Q1	$205K	Buy	+956	New	+$201K	0.04%	122
2019 Q2	–	Sell	-1,022	Closed	-$156K	–	313
2019 Q1	$156K	Buy	+1,022	New	+$152K	0.05%	130
2017 Q1	–	Sell	-922	Closed	-$119K	–	133
2016 Q4	$119K	Hold	922	–	–	0.05%	150
2016 Q3	$112K	Hold	922	–	–	0.05%	148
2016 Q2	$107K	Hold	922	–	–	0.05%	154
2016 Q1	$103K	Buy	+922	New	+$95.5K	0.05%	167

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Buffington Mohr McNeal's VB Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 885 shares — an estimated $213K sold.

Buffington Mohr McNeal first reported a position in VB in Q1 2016 and held it in 13 quarters. The position peaked at $219K in Q4 2021. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Buffington Mohr McNeal reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Buffington Mohr McNeal sold 885 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $213K.
Buffington Mohr McNeal first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and held it in 13 quarters.
Buffington Mohr McNeal's Vanguard Morningstar Small-Cap ETF position peaked at $219K in Q4 2021.
2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.