Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kovitz Investment Group 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
-72,463
Closed -$18.4M – 1279
2025
Q3 		$18.4M Sell
72,463
-14,313
-16% -$3.55M 0.07% 228
2025
Q2 		$20.6M Buy
86,776
+32,453
+60% +$7.24M 0.09% 199
2025
Q1 		$12M Buy
54,323
+6,771
+14% +$1.62M 0.06% 232
2024
Q4 		$11.4M Buy
47,552
+89
+0.2% +$21.9K 0.06% 243
2024
Q3 		$9.74M Buy
47,463
+14,120
+42% +$3.21M 0.07% 235
2024
Q2 		$7.27M Buy
33,343
+3,223
+11% +$708K 0.06% 226
2024
Q1 		$6.89M Buy
30,120
+2,976
+11% +$640K 0.09% 170
2023
Q4 		$5.79M Buy
27,144
+608
+2% +$117K 0.1% 130
2023
Q3 		$5.02M Buy
26,536
+1,078
+4% +$215K 0.09% 137
2023
Q2 		$5.06M Sell
25,458
-18,890
-43% -$3.57M 0.07% 149
2023
Q1 		$8.41M Sell
44,348
-2,585
-6% -$501K 0.15% 88
2022
Q4 		$8.61M Sell
46,933
-2,743
-6% -$508K 0.17% 83
2022
Q3 		$8.49M Sell
49,676
-10,806
-18% -$2.04M 0.2% 80
2022
Q2 		$10.7M Sell
60,482
-737
-1% -$142K 0.24% 62
2022
Q1 		$13M Buy
61,219
+1,464
+2% +$308K 0.25% 60
2021
Q4 		$11.6M Buy
59,755
+3,830
+7% +$870K 0.27% 54
2021
Q3 		$12.2M Sell
55,925
-1,787
-3% -$397K 0.24% 56
2021
Q2 		$13M Buy
57,712
+2,060
+4% +$457K 0.26% 53
2021
Q1 		$11.9M Sell
55,652
-4,103
-7% -$864K 0.28% 56
2020
Q4 		$11.6M Buy
59,755
+388
+0.7% +$68.4K 0.28% 54
2020
Q3 		$9.13M Sell
59,367
-2,464
-4% -$378K 0.26% 63
2020
Q2 		$9.01M Buy
61,831
+6,700
+12% +$900K 0.28% 57
2020
Q1 		$6.37M Buy
55,131
+46,244
+520% +$6.95M 0.23% 73
2019
Q4 		$1.47M Buy
8,887
+5,773
+185% +$920K 0.04% 224
2019
Q3 		$479K Hold
3,114
– – 0.02% 321
2019
Q2 		$487K Hold
3,114
– – 0.02% 310
2019
Q1 		$475K Buy
3,114
+9
+0.3% +$1.34K 0.02% 315
2018
Q4 		$410K Sell
3,105
-11
-0.4% -$1.6K 0.02% 229
2018
Q3 		$507K Hold
3,116
– – 0.02% 115
2018
Q2 		$485K Hold
3,116
– – 0.02% 115
2018
Q1 		$458K Hold
3,116
– – 0.02% 114
2017
Q4 		$461K Hold
3,116
– – 0.02% 120
2017
Q3 		$440K Sell
3,116
-434
-12% -$59.1K 0.02% 121
2017
Q2 		$481K Buy
3,550
+434
+14% +$58.2K 0.03% 120
2017
Q1 		$415K Hold
3,116
– – 0.02% 104
2016
Q4 		$402K Sell
3,116
-34
-1% -$4.22K 0.02% 96
2016
Q3 		$385K Sell
3,150
-122
-4% -$14.8K 0.02% 108
2016
Q2 		$379K Hold
3,272
– – 0.03% 109
2016
Q1 		$365K Buy
+3,272
New +$339K 0.02% 112

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LPL Financial
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Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kovitz Investment Group Partners's VB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 72,463 shares — an estimated $18.4M sold.

Kovitz Investment Group Partners first reported a position in VB in Q1 2016 and held it in 39 quarters. The position peaked at $20.6M in Q2 2025. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 72,463 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $18.4M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and held it in 39 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Small-Cap ETF position peaked at $20.6M in Q2 2025.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.