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Clarius Group LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clarius Group LLC’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
Q4 		$338K Sell
1,309
-173
-12% -$44.3K 0.02% 261
2025
Q3 		$377K Hold
1,482
– – 0.02% 251
2025
Q2 		$351K Hold
1,482
– – 0.02% 316
2025
Q1 		$329K Hold
1,482
– – 0.02% 332
2024
Q4 		$356K Hold
1,482
– – 0.02% 275
2024
Q3 		$352K Buy
1,482
+402
+37% +$91.3K 0.02% 284
2024
Q2 		$235K Buy
+1,080
New +$237K 0.02% 374

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Clarius Group LLC's VB Position: Q4 2025 in Review

Clarius Group LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q4 2025, selling an estimated $44.3K and leaving 1,309 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #261.

Clarius Group LLC first reported a position in VB in Q2 2024 and has held it in 7 quarters since. The position peaked at $377K in Q3 2025. 2,367 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Clarius Group LLC held 1,309 shares of Vanguard Morningstar Small-Cap ETF worth $338K as of Q4 2025.
  • Clarius Group LLC sold 173 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $44.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #261 holding.
  • Clarius Group LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 7 quarters since.
  • Clarius Group LLC's Vanguard Morningstar Small-Cap ETF position peaked at $377K in Q3 2025.
  • 2,367 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.