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GGM Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GGM Wealth Advisors’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 		$928K Buy
4,299
+452
+12% +$108K 0.52% 50
2024
Q4 		$924K Buy
3,847
+827
+27% +$203K 0.48% 48
2024
Q3 		$718K Buy
3,020
+1,105
+58% +$251K 0.31% 59
2024
Q2 		$418K Buy
1,915
+941
+97% +$207K 0.19% 83
2024
Q1 		$219K Buy
+974
New +$210K 0.1% 118
2022
Q1 		– Sell
-1,557
Closed -$343K – 144
2021
Q4 		$343K Sell
1,557
-90
-5% -$20.5K 0.27% 69
2021
Q3 		$381K Buy
1,647
+364
+28% +$80.9K 0.3% 65
2021
Q2 		$279K Sell
1,283
-42,421
-97% -$9.4M 0.24% 73
2021
Q1 		$9.72M Buy
43,704
+2,669
+7% +$562K 7.76% 3
2020
Q4 		$8.44M Buy
+41,035
New +$7.24M 8.33% 4

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GGM Wealth Advisors's VB Position: Q1 2025 in Review

GGM Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q1 2025, buying an estimated $108K and bringing the position to 4,299 shares worth $928K. The position accounts for 0.52% of the portfolio, ranked #50.

GGM Wealth Advisors first reported a position in VB in Q4 2020 and has held it in 10 quarters since. The position peaked at $9.72M in Q1 2021. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • GGM Wealth Advisors held 4,299 shares of Vanguard Morningstar Small-Cap ETF worth $928K as of Q1 2025.
  • GGM Wealth Advisors bought 452 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $108K.
  • Vanguard Morningstar Small-Cap ETF made up 0.52% of GGM Wealth Advisors's portfolio in Q1 2025, its #50 holding.
  • GGM Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 10 quarters since.
  • GGM Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $9.72M in Q1 2021.
  • 2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.