KMG Fiduciary Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

KMG Fiduciary 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 Q4	–	Sell	-5,651	Closed	-$1.44M	–	295
2025 Q3	$1.44M	Buy	5,651 +1	+0%	+$248	0.1%	165
2025 Q2	$1.34M	Hold	5,650	–	–	0.1%	167
2025 Q1	$1.25M	Buy	5,650 +216	+4%	+$51.6K	0.1%	166
2024 Q4	$1.31M	Buy	5,434 +1	+0%	+$246	0.11%	158
2024 Q3	$1.29M	Sell	5,433 -392	-7%	-$89.1K	0.11%	156
2024 Q2	$1.27M	Hold	5,825	–	–	0.12%	130
2024 Q1	$1.33M	Sell	5,825 -66	-1%	-$14.2K	0.14%	130
2023 Q4	$1.26M	Buy	5,891 +23	+0.4%	+$4.43K	0.15%	129
2023 Q3	$1.11M	Buy	5,868 +50	+0.9%	+$9.96K	0.15%	133
2023 Q2	$1.16M	Buy	5,818 +516	+10%	+$97.5K	0.15%	135
2023 Q1	$1.01M	Buy	5,302 +3,065	+137%	+$594K	0.14%	140
2022 Q4	$411K	Buy	+2,237	New	+$415K	0.07%	178

Other funds holding VB

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

KMG Fiduciary Partners's VB Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 5,651 shares — an estimated $1.44M sold.

KMG Fiduciary Partners first reported a position in VB in Q4 2022 and held it in 12 quarters. The position peaked at $1.44M in Q3 2025. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 5,651 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $1.44M.
KMG Fiduciary Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and held it in 12 quarters.
KMG Fiduciary Partners's Vanguard Morningstar Small-Cap ETF position peaked at $1.44M in Q3 2025.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.