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Financial & Tax Architects’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial & Tax Architects’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 		– Sell
-1,126
Closed -$267K – 118
2025
Q2 		$267K Sell
1,126
-866
-43% -$193K 0.06% 88
2025
Q1 		$442K Sell
1,992
-66
-3% -$15.8K 0.11% 90
2024
Q4 		$495K Buy
2,058
+325
+19% +$80K 0.13% 84
2024
Q3 		$411K Buy
+1,733
New +$394K 0.11% 82

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

Financial & Tax Architects's VB Position: Q3 2025 in Review

Financial & Tax Architects sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 1,126 shares — an estimated $267K sold.

Financial & Tax Architects first reported a position in VB in Q3 2024 and held it in 4 quarters. The position peaked at $495K in Q4 2024. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Financial & Tax Architects reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 1,126 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $267K.
  • Financial & Tax Architects first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 4 quarters.
  • Financial & Tax Architects's Vanguard Morningstar Small-Cap ETF position peaked at $495K in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Financial & Tax Architects's 13F filing for Q3 2025, filed 5 Nov 2025.