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Kathleen S. Wright Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Kathleen S. Wright Associates’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 		$3.87M Buy
15,224
+634
+4% +$157K 1.44% 16
2025
Q2 		$3.46M Sell
14,590
-40
-0.3% -$8.92K 1.35% 17
2025
Q1 		$3.24M Buy
14,630
+107
+0.7% +$25.6K 1.34% 18
2024
Q4 		$3.49M Buy
14,523
+589
+4% +$145K 1.45% 17
2024
Q3 		$3.31M Buy
13,934
+1,496
+12% +$340K 1.36% 18
2024
Q2 		$2.71M Buy
12,438
+327
+3% +$71.8K 1.25% 19
2024
Q1 		$2.77M Sell
12,111
-290
-2% -$62.4K 1.3% 19
2023
Q4 		$2.65M Buy
12,401
+1,045
+9% +$201K 1.35% 19
2023
Q3 		$2.15M Buy
11,356
+480
+4% +$95.6K 1.2% 23
2023
Q2 		$2.16M Sell
10,876
-34
-0.3% -$6.42K 1.38% 19
2023
Q1 		$2.07M Buy
10,910
+123
+1% +$23.9K 1.36% 20
2022
Q4 		$1.98M Buy
10,787
+1,797
+20% +$333K 1.34% 20
2022
Q3 		$1.54M Buy
8,990
+1,116
+14% +$211K 1.25% 25
2022
Q2 		$1.39M Buy
7,874
+1,744
+28% +$337K 1.17% 26
2022
Q1 		$1.3M Buy
6,130
+2,380
+63% +$501K 0.95% 31
2021
Q4 		$848K Buy
+3,750
New +$852K 0.62% 40

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kathleen S. Wright Associates's VB Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Small-Cap ETF (VB) stake by 4.3% in Q3 2025, buying an estimated $157K and bringing the position to 15,224 shares worth $3.87M. The position accounts for 1.44% of the portfolio, ranked #16.

Kathleen S. Wright Associates first reported a position in VB in Q4 2021 and has held it in 16 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Kathleen S. Wright Associates held 15,224 shares of Vanguard Small-Cap ETF worth $3.87M as of Q3 2025.
  • Kathleen S. Wright Associates bought 634 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $157K.
  • Vanguard Small-Cap ETF made up 1.44% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #16 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.