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Curated Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Curated Wealth Partners’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 		– Sell
-800
Closed -$203K – 222
2025
Q3 		$203K Buy
+800
New +$198K 0.02% 153

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Curated Wealth Partners's VB Position: Q4 2025 in Review

Curated Wealth Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 800 shares — an estimated $203K sold.

Curated Wealth Partners first reported a position in VB in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 2,379 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Curated Wealth Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 800 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $203K.
  • Curated Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Curated Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $203K in Q3 2025.
  • 2,379 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Curated Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.