Litman Gregory Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Litman Gregory Wealth Management’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	$403K	Hold	1,563	–	–	0.03%	109
2025 Q3	$397K	Sell	1,563 -391	-20%	-$97K	0.03%	111
2025 Q2	$463K	Sell	1,954 -300	-13%	-$66.9K	0.04%	96
2025 Q1	$500K	Sell	2,254 -339	-13%	-$81K	0.04%	88
2024 Q4	$623K	Hold	2,593	–	–	0.05%	75
2024 Q3	$615K	Buy	2,593 +21	+0.8%	+$4.77K	0.05%	80
2024 Q2	$561K	Hold	2,572	–	–	0.05%	81
2024 Q1	$588K	Buy	2,572 +235	+10%	+$50.5K	0.05%	82
2023 Q4	$499K	Buy	2,337 +74	+3%	+$14.3K	0.05%	83
2023 Q3	$428K	Hold	2,263	–	–	0.04%	88
2023 Q2	$450K	Buy	+2,263	New	+$428K	0.06%	58
2023 Q1	–	Sell	-2,263	Closed	-$415K	–	95
2022 Q4	$415K	Buy	2,263 +603	+36%	+$112K	0.06%	61
2022 Q3	$284K	Buy	1,660 +140	+9%	+$26.4K	0.05%	62
2022 Q2	$268K	Buy	+1,520	New	+$294K	0.04%	83
2021 Q2	–	Sell	-164	Closed	-$35K	–	181
2021 Q1	$35K	Hold	164	–	–	0.01%	113
2020 Q4	$32K	Hold	164	–	–	0.01%	113
2020 Q3	$25K	Hold	164	–	–	0.01%	116
2020 Q2	$24K	Hold	164	–	–	0.01%	108
2020 Q1	$19K	Buy	164 +8	+5%	+$1.2K	﹤0.01%	105
2019 Q4	$26K	Hold	156	–	–	0.01%	115
2019 Q3	$24K	Hold	156	–	–	0.01%	103
2019 Q2	$24K	Buy	156 +50	+47%	+$7.73K	0.01%	131
2019 Q1	$16K	Hold	106	–	–	﹤0.01%	97
2018 Q4	$14K	Hold	106	–	–	﹤0.01%	106
2018 Q3	$17K	Buy	106 +65	+159%	+$10.5K	0.01%	77
2018 Q2	$6K	Hold	41	–	–	﹤0.01%	83
2018 Q1	$6K	Buy	+41	New	+$6.12K	﹤0.01%	148

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 22.9% 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

Litman Gregory Wealth Management's VB Position: Q4 2025 in Review

Litman Gregory Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2025 at 1,563 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #109.

Litman Gregory Wealth Management first reported a position in VB in Q1 2018 and has held it in 27 quarters since. The position peaked at $623K in Q4 2024. 2,379 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Litman Gregory Wealth Management held 1,563 shares of Vanguard Morningstar Small-Cap ETF worth $403K as of Q4 2025.
Litman Gregory Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #109 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 27 quarters since.
Litman Gregory Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $623K in Q4 2024.
2,379 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.