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CHB Investment Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

CHB Investment Group’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 		$1.32M Sell
5,584
-147
-3% -$32.8K 0.67% 51
2025
Q1 		$1.27M Sell
5,731
-319
-5% -$76.2K 0.68% 55
2024
Q4 		$1.45M Sell
6,050
-499
-8% -$123K 0.79% 55
2024
Q3 		$1.55M Buy
+6,549
New +$1.49M 0.82% 56

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CHB Investment Group's VB Position: Q2 2025 in Review

CHB Investment Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q2 2025, selling an estimated $32.8K and leaving 5,584 shares worth $1.32M. The position accounts for 0.67% of the portfolio, ranked #51.

CHB Investment Group first reported a position in VB in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.55M in Q3 2024. 2,170 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • CHB Investment Group held 5,584 shares of Vanguard Morningstar Small-Cap ETF worth $1.32M as of Q2 2025.
  • CHB Investment Group sold 147 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $32.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.67% of CHB Investment Group's portfolio in Q2 2025, its #51 holding.
  • CHB Investment Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.55M in Q3 2024.
  • 2,170 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.