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

GEN Financial 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
Q4 		– Sell
-1,948
Closed -$496K – 48
2025
Q3 		$496K Sell
1,948
-276
-12% -$68.4K 0.43% 30
2025
Q2 		$527K Sell
2,224
-1,516
-41% -$338K 0.43% 29
2025
Q1 		$829K Buy
3,740
+91
+2% +$21.7K 0.56% 21
2024
Q4 		$877K Buy
+3,649
New +$898K 0.57% 23

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
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 22.96% 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

GEN Financial Management's VB Position: Q4 2025 in Review

GEN Financial Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,948 shares — an estimated $496K sold.

GEN Financial Management first reported a position in VB in Q4 2024 and held it in 4 quarters. The position peaked at $877K in Q4 2024. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • GEN Financial Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • GEN Financial Management sold 1,948 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $496K.
  • GEN Financial Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and held it in 4 quarters.
  • GEN Financial Management's Vanguard Morningstar Small-Cap ETF position peaked at $877K in Q4 2024.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on GEN Financial Management's 13F filing for Q4 2025, filed 15 Jan 2026.