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Lane & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lane & 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
Q1 		$3.03M Sell
13,683
-332
-2% -$79.3K 1.64% 16
2024
Q4 		$3.5M Sell
14,015
-619
-4% -$152K 1.81% 13
2024
Q3 		$3.47M Sell
14,634
-2,750
-16% -$625K 1.89% 12
2024
Q2 		$3.79M Sell
17,384
-5,276
-23% -$1.16M 2.24% 10
2024
Q1 		$5.18M Sell
22,660
-539
-2% -$116K 3.26% 5
2023
Q4 		$4.95M Sell
23,199
-1,683
-7% -$324K 3.6% 5
2023
Q3 		$4.7M Sell
24,882
-2,979
-11% -$594K 3.78% 5
2023
Q2 		$5.54M Sell
27,861
-1,498
-5% -$283K 4.41% 5
2023
Q1 		$5.57M Sell
29,359
-435
-1% -$84.4K 4.96% 4
2022
Q4 		$5.47M Buy
+29,794
New +$5.52M 5.18% 4

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Lane & Associates's VB Position: Q1 2025 in Review

Lane & Associates reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.4% in Q1 2025, selling an estimated $79.3K and leaving 13,683 shares worth $3.03M. The position accounts for 1.64% of the portfolio, ranked #16.

Lane & Associates first reported a position in VB in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.57M in Q1 2023. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Lane & Associates held 13,683 shares of Vanguard Morningstar Small-Cap ETF worth $3.03M as of Q1 2025.
  • Lane & Associates sold 332 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $79.3K.
  • Vanguard Morningstar Small-Cap ETF made up 1.64% of Lane & Associates's portfolio in Q1 2025, its #16 holding.
  • Lane & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Vanguard Morningstar Small-Cap ETF position peaked at $5.57M in Q1 2023.
  • 2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.