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C.V. Starr & Co’s Vanguard Small-Cap ETF VB Stock Holding History

C.V. Starr & Co’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
Q2 		– Sell
-94,357
Closed -$20.9M – 8
2025
Q1 		$20.9M Buy
+94,357
New +$22.5M 16.12% 4

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

C.V. Starr & Co's VB Position: Q2 2025 in Review

C.V. Starr & Co sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 94,357 shares — an estimated $20.9M sold.

C.V. Starr & Co first reported a position in VB in Q1 2025 and held it in 1 quarter. The position peaked at $20.9M in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • C.V. Starr & Co reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • C.V. Starr & Co sold 94,357 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $20.9M.
  • C.V. Starr & Co first reported a position in Vanguard Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • C.V. Starr & Co's Vanguard Small-Cap ETF position peaked at $20.9M in Q1 2025.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on C.V. Starr & Co's 13F filing for Q2 2025, filed 8 Aug 2025.