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

Heritage 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
Q1 		– Sell
-9,363
Closed -$2.25M – 75
2024
Q4 		$2.25M Sell
9,363
-1,994
-18% -$491K 2.82% 10
2024
Q3 		$2.69M Buy
+11,357
New +$2.58M 3.17% 11

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Heritage Wealth Partners's VB Position: Q1 2025 in Review

Heritage Wealth Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 9,363 shares — an estimated $2.25M sold.

Heritage Wealth Partners first reported a position in VB in Q3 2024 and held it in 2 quarters. The position peaked at $2.69M in Q3 2024. 2,161 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Heritage Wealth Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Partners sold 9,363 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $2.25M.
  • Heritage Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $2.69M in Q3 2024.
  • 2,161 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.