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

Forefront 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
-9,721
Closed -$2.47M – 194
2025
Q3 		$2.47M Buy
+9,721
New +$2.41M 0.62% 44

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AF
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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

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

Forefront Wealth Partners sold out of Vanguard Small-Cap ETF (VB) in Q4 2025, closing a stake of 9,721 shares — an estimated $2.47M sold.

Forefront Wealth Partners first reported a position in VB in Q3 2025 and held it in 1 quarter. The position peaked at $2.47M in Q3 2025. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Vanguard Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 9,721 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $2.47M.
  • Forefront Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Vanguard Small-Cap ETF position peaked at $2.47M in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.