John Overdeck’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

John Overdeck’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	-1,400	Closed	-$356K	–	4449
2025 Q3	$356K	Buy	+1,400	New	+$347K	﹤0.01%	3141
2019 Q3	–	Sell	-2,374	Closed	-$372K	–	3825
2019 Q2	$372K	Sell	2,374 -20,563	-90%	-$3.18M	﹤0.01%	2719
2019 Q1	$3.5M	Buy	+22,937	New	+$3.41M	0.01%	1147
2016 Q2	–	Sell	-2,305	Closed	-$257K	–	3269
2016 Q1	$257K	Buy	+2,305	New	+$239K	﹤0.01%	2463

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

John Overdeck's VB Position: Q4 2025 in Review

John Overdeck sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,400 shares — an estimated $356K sold.

John Overdeck first reported a position in VB in Q1 2016 and held it in 4 quarters. The position peaked at $3.5M in Q1 2019. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

John Overdeck reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
John Overdeck sold 1,400 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $356K.
John Overdeck first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and held it in 4 quarters.
John Overdeck's Vanguard Morningstar Small-Cap ETF position peaked at $3.5M in Q1 2019.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.