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Marquette Associates’s Vanguard Small-Cap ETF VB Stock Holding History

Marquette 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
Q3 		– Sell
-22
Closed -$5.23K – 35
2025
Q2 		$5.23K Hold
22
– – 0.01% 36
2025
Q1 		$4.88K Hold
22
– – ﹤0.01% 38
2024
Q4 		$5.29K Buy
+22
New +$5.41K ﹤0.01% 40
2024
Q2 		– Sell
-182
Closed -$41.6K – 40
2024
Q1 		$41.6K Sell
182
-1,080
-86% -$232K 0.03% 28
2023
Q4 		$38.8K Buy
+1,262
New +$243K 0.04% 26

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Marquette Associates's VB Position: Q3 2025 in Review

Marquette Associates sold out of Vanguard Small-Cap ETF (VB) in Q3 2025, closing a stake of 22 shares — an estimated $5.23K sold.

Marquette Associates first reported a position in VB in Q4 2023 and held it in 5 quarters. The position peaked at $41.6K in Q1 2024. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Marquette Associates reported no remaining Vanguard Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Marquette Associates sold 22 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $5.23K.
  • Marquette Associates first reported a position in Vanguard Small-Cap ETF in Q4 2023 and held it in 5 quarters.
  • Marquette Associates's Vanguard Small-Cap ETF position peaked at $41.6K in Q1 2024.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Marquette Associates's 13F filing for Q3 2025, filed 14 Nov 2025.