Cyrus J. Lawrence’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cyrus J. Lawrence’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	-72	Closed	-$17K	–	163
2024 Q4	$17K	Hold	72	–	–	﹤0.01%	163
2024 Q3	$17K	Hold	72	–	–	﹤0.01%	150
2024 Q2	$15K	Hold	72	–	–	﹤0.01%	154
2024 Q1	$16K	Buy	+72	New	+$15.5K	﹤0.01%	139
2023 Q3	$13K	Hold	72	–	–	﹤0.01%	125
2023 Q2	$14K	Sell	72 -43	-37%	-$8.13K	﹤0.01%	137
2023 Q1	$22K	Hold	115	–	–	0.01%	130
2022 Q4	$21K	Buy	115 +43	+60%	+$7.97K	0.01%	172
2022 Q3	$12K	Hold	72	–	–	﹤0.01%	181
2022 Q2	$13K	Hold	72	–	–	﹤0.01%	231
2022 Q1	$15K	Buy	+72	New	+$15.2K	﹤0.01%	227

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cyrus J. Lawrence's VB Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 72 shares — an estimated $17K sold.

Cyrus J. Lawrence first reported a position in VB in Q1 2022 and held it in 11 quarters. The position peaked at $22K in Q1 2023. 2,161 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Cyrus J. Lawrence reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 72 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $17K.
Cyrus J. Lawrence first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Vanguard Morningstar Small-Cap ETF position peaked at $22K in Q1 2023.
2,161 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.