Mach-1 Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mach-1 Financial Group’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	-1,237	Closed	-$315K	–	449
2025 Q3	$315K	Buy	+1,237	New	+$307K	0.05%	168
2023 Q2	–	Sell	-29	Closed	-$5.5K	–	338
2023 Q1	$5.5K	Buy	+29	New	+$5.62K	0.04%	172
2022 Q4	–	Sell	-29	Closed	-$4K	–	446
2022 Q3	$4K	Hold	29	–	–	﹤0.01%	295
2022 Q2	$5K	Buy	+29	New	+$5.6K	﹤0.01%	305

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

Mach-1 Financial Group's VB Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,237 shares — an estimated $315K sold.

Mach-1 Financial Group first reported a position in VB in Q2 2022 and held it in 4 quarters. The position peaked at $315K in Q3 2025. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Mach-1 Financial Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 1,237 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $315K.
Mach-1 Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $315K in Q3 2025.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.