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

Guerra 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 Q3	$184K	Buy	+724	New	+$180K	0.07%	87

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Guerra Advisors's VB Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025: 724 shares worth $184K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings.

2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Guerra Advisors held 724 shares of Vanguard Morningstar Small-Cap ETF worth $184K as of Q3 2025.
Vanguard Morningstar Small-Cap ETF was a new Guerra Advisors position in Q3 2025.
Vanguard Morningstar Small-Cap ETF made up 0.07% of Guerra Advisors's portfolio in Q3 2025, its #87 holding.
2,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.