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Certus Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Certus 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
Q1 		– Sell
-824
Closed -$205K – 57
2024
Q4 		$205K Buy
+824
New +$203K 0.14% 56
2024
Q1 		– Sell
-2,035
Closed -$434K – 56
2023
Q4 		$434K Sell
2,035
-379
-16% -$73K 0.37% 44
2023
Q3 		$456K Sell
2,414
-4,765
-66% -$949K 0.44% 43
2023
Q2 		$1.43M Buy
+7,179
New +$1.36M 1.42% 19

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Certus Wealth Management's VB Position: Q1 2025 in Review

Certus Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 824 shares — an estimated $205K sold.

Certus Wealth Management first reported a position in VB in Q2 2023 and held it in 4 quarters. The position peaked at $1.43M in Q2 2023. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Certus Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Certus Wealth Management sold 824 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $205K.
  • Certus Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and held it in 4 quarters.
  • Certus Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.43M in Q2 2023.
  • 2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Certus Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.