JT Stratford LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,721
| Closed | -$946K | – | 332 |
|
|
2025
Q3 | $946K | Buy |
3,721
+4
| +0.1% | +$992 | 0.13% | 155 |
|
|
2025
Q2 | $881K | Buy |
3,717
+986
| +36% | +$220K | 0.13% | 155 |
|
|
2025
Q1 | $606K | Sell |
2,731
-954
| -26% | -$228K | 0.11% | 185 |
|
|
2024
Q4 | $889K | Buy |
3,685
+64
| +2% | +$15.7K | 0.15% | 150 |
|
|
2024
Q3 | $859K | Buy |
+3,621
| New | +$823K | 0.15% | 155 |
|
|
2024
Q2 | – | Sell |
-4,186
| Closed | -$957K | – | 295 |
|
|
2024
Q1 | $957K | Buy |
4,186
+74
| +2% | +$15.9K | 0.19% | 138 |
|
|
2023
Q4 | $877K | Buy |
4,112
+336
| +9% | +$64.7K | 0.2% | 125 |
|
|
2023
Q3 | $714K | Buy |
3,776
+665
| +21% | +$132K | 0.18% | 136 |
|
|
2023
Q2 | $616K | Buy |
3,111
+56
| +2% | +$10.6K | 0.17% | 140 |
|
|
2023
Q1 | $579K | Hold |
3,055
| – | – | 0.17% | 131 |
|
|
2022
Q4 | $561K | Sell |
3,055
-80
| -3% | -$14.8K | 0.18% | 123 |
|
|
2022
Q3 | $536K | Buy |
3,135
+74
| +2% | +$14K | 0.19% | 103 |
|
|
2022
Q2 | $539K | Buy |
3,061
+54
| +2% | +$10.4K | 0.17% | 111 |
|
|
2022
Q1 | $639K | Sell |
3,007
-203
| -6% | -$42.7K | 0.19% | 99 |
|
|
2021
Q4 | $726K | Buy |
3,210
+83
| +3% | +$18.9K | 0.2% | 100 |
|
|
2021
Q3 | $684K | Buy |
3,127
+192
| +7% | +$42.7K | 0.21% | 102 |
|
|
2021
Q2 | $661K | Buy |
2,935
+66
| +2% | +$14.6K | 0.21% | 104 |
|
|
2021
Q1 | $613K | Buy |
2,869
+201
| +8% | +$42.3K | 0.22% | 102 |
|
|
2020
Q4 | $519K | Buy |
2,668
+1,082
| +68% | +$191K | 0.19% | 100 |
|
|
2020
Q3 | $249K | Sell |
1,586
-281
| -15% | -$43.2K | 0.11% | 127 |
|
|
2020
Q2 | $272K | Buy |
+1,867
| New | +$251K | 0.14% | 124 |
|
|
2020
Q1 | – | Sell |
-1,556
| Closed | -$257K | – | 146 |
|
|
2019
Q4 | $257K | Sell |
1,556
-16
| -1% | -$2.55K | 0.12% | 122 |
|
|
2019
Q3 | $249K | Hold |
1,572
| – | – | 0.14% | 125 |
|
|
2019
Q2 | $249K | Sell |
1,572
-1,723
| -52% | -$266K | 0.14% | 119 |
|
|
2019
Q1 | $503K | Sell |
3,295
-941
| -22% | -$140K | 0.29% | 75 |
|
|
2018
Q4 | $559K | Buy |
+4,236
| New | +$617K | 0.37% | 66 |
|
|
2018
Q3 | – | Sell |
-5,185
| Closed | -$807K | – | 113 |
|
|
2018
Q2 | $807K | Buy |
5,185
+106
| +2% | +$16.2K | 0.5% | 59 |
|
|
2018
Q1 | $746K | Buy |
5,079
+83
| +2% | +$12.4K | 0.47% | 60 |
|
|
2017
Q4 | $738K | Buy |
4,996
+531
| +12% | +$76.8K | 0.48% | 56 |
|
|
2017
Q3 | $630K | Sell |
4,465
-38
| -0.8% | -$5.18K | 0.41% | 58 |
|
|
2017
Q2 | $610K | Buy |
4,503
+125
| +3% | +$16.8K | 0.43% | 58 |
|
|
2017
Q1 | $584K | Buy |
4,378
+100
| +2% | +$13.2K | 0.43% | 57 |
|
|
2016
Q4 | $552K | Buy |
+4,278
| New | +$531K | 0.46% | 61 |
|
Other funds holding VB
JT Stratford LLC's VB Position: Q4 2025 in Review
JT Stratford LLC sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 3,721 shares — an estimated $946K sold.
JT Stratford LLC first reported a position in VB in Q4 2016 and held it in 33 quarters. The position peaked at $957K in Q1 2024. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.
- JT Stratford LLC reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
- JT Stratford LLC sold 3,721 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $946K.
- JT Stratford LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and held it in 33 quarters.
- JT Stratford LLC's Vanguard Morningstar Small-Cap ETF position peaked at $957K in Q1 2024.
- 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.
Based on JT Stratford LLC's 13F filing for Q4 2025, filed 12 Feb 2026.