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Financial Advocates Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Advocates Investment 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
Q3 		$1.04M Sell
4,100
-14,261
-78% -$3.54M 0.59% 48
2025
Q2 		$4.35M Buy
18,361
+4,967
+37% +$1.11M 0.35% 59
2025
Q1 		$2.97M Sell
13,394
-1,034
-7% -$247K 0.21% 115
2024
Q4 		$3.47M Buy
14,428
+3,246
+29% +$799K 0.2% 116
2024
Q3 		$2.65M Sell
11,182
-47
-0.4% -$10.7K 0.15% 145
2024
Q2 		$2.45M Sell
11,229
-154
-1% -$33.8K 0.15% 152
2024
Q1 		$2.6M Sell
11,383
-162
-1% -$34.8K 0.15% 149
2023
Q4 		$2.46M Buy
11,545
+7,010
+155% +$1.35M 0.16% 143
2023
Q3 		$857K Buy
4,535
+717
+19% +$143K 0.06% 300
2023
Q2 		$759K Sell
3,818
-948
-20% -$179K 0.05% 312
2023
Q1 		$903K Sell
4,766
-3,958
-45% -$768K 0.06% 309
2022
Q4 		$1.6M Sell
8,724
-5,543
-39% -$1.03M 0.12% 204
2022
Q3 		$1.77M Buy
14,267
+5,135
+56% +$970K 0.15% 164
2022
Q2 		$1.61M Sell
9,132
-1,214
-12% -$234K 0.13% 195
2022
Q1 		$2.2M Buy
10,346
+1,026
+11% +$216K 0.14% 175
2021
Q4 		$2.11M Sell
9,320
-357
-4% -$81.1K 0.13% 188
2021
Q3 		$2.12M Buy
9,677
+238
+3% +$52.9K 0.14% 171
2021
Q2 		$2.13M Sell
9,439
-2,620
-22% -$581K 0.14% 170
2021
Q1 		$2.58M Sell
12,059
-2,696
-18% -$568K 0.18% 129
2020
Q4 		$2.83M Buy
14,755
+62
+0.4% +$10.9K 0.19% 115
2020
Q3 		$2.26M Sell
14,693
-1,846
-11% -$284K 0.19% 109
2020
Q2 		$2.42M Sell
16,539
-2,280
-12% -$306K 0.23% 107
2020
Q1 		$2.17M Sell
18,819
-12,264
-39% -$1.84M 0.31% 81
2019
Q4 		$5.15M Sell
31,083
-1,132
-4% -$180K 0.55% 37
2019
Q3 		$4.96M Sell
32,215
-7,502
-19% -$1.16M 0.57% 40
2019
Q2 		$6.22M Buy
39,717
+10,141
+34% +$1.57M 0.72% 26
2019
Q1 		$4.52M Sell
29,576
-5,922
-17% -$880K 0.56% 45
2018
Q4 		$4.69M Sell
35,498
-365
-1% -$53.1K 0.64% 38
2018
Q3 		$5.83M Buy
35,863
+283
+0.8% +$45.8K 0.65% 33
2018
Q2 		$5.56M Buy
35,580
+4,558
+15% +$697K 0.67% 34
2018
Q1 		$4.56M Buy
31,022
+657
+2% +$98.1K 0.59% 38
2017
Q4 		$4.49M Buy
+30,365
New +$4.39M 0.61% 35

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Advocates Investment Management's VB Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 78% in Q3 2025, selling an estimated $3.54M and leaving 4,100 shares worth $1.04M. The position accounts for 0.59% of the portfolio, ranked #48.

Financial Advocates Investment Management first reported a position in VB in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.22M in Q2 2019. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Financial Advocates Investment Management held 4,100 shares of Vanguard Morningstar Small-Cap ETF worth $1.04M as of Q3 2025.
  • Financial Advocates Investment Management sold 14,261 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $3.54M.
  • Vanguard Morningstar Small-Cap ETF made up 0.59% of Financial Advocates Investment Management's portfolio in Q3 2025, its #48 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard Morningstar Small-Cap ETF position peaked at $6.22M in Q2 2019.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.