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Marshall Financial Group (Pennsylvania)’s Vanguard Small-Cap ETF VB Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$20.8M Buy
81,738
+748
+0.9% +$186K 5.72% 6
2025
Q2 		$19.2M Sell
80,990
-705
-0.9% -$157K 5.75% 6
2025
Q1 		$18.1M Sell
81,695
-845
-1% -$202K 5.7% 7
2024
Q4 		$19.8M Sell
82,540
-1,097
-1% -$270K 6.06% 6
2024
Q3 		$19.8M Buy
83,637
+1,167
+1% +$265K 5.99% 6
2024
Q2 		$18M Buy
82,470
+492
+0.6% +$108K 5.84% 7
2024
Q1 		$18.7M Buy
81,978
+644
+0.8% +$139K 6.18% 6
2023
Q4 		$17.4M Buy
81,334
+2,782
+4% +$536K 6.2% 6
2023
Q3 		$14.9M Buy
78,552
+654
+0.8% +$130K 6.05% 7
2023
Q2 		$15.5M Buy
77,898
+1,789
+2% +$338K 5.94% 7
2023
Q1 		$14.4M Buy
76,109
+1,458
+2% +$283K 5.86% 7
2022
Q4 		$13.7M Buy
74,651
+1,465
+2% +$272K 5.89% 9
2022
Q3 		$12.5M Buy
73,186
+4,401
+6% +$831K 5.91% 8
2022
Q2 		$12.1M Buy
68,785
+6,809
+11% +$1.31M 5.5% 8
2022
Q1 		$13.2M Sell
61,976
-92
-0.1% -$19.4K 5.25% 8
2021
Q4 		$14M Buy
62,068
+1,013
+2% +$230K 5.44% 8
2021
Q3 		$13.4M Sell
61,055
-1,270
-2% -$282K 5.62% 8
2021
Q2 		$14M Sell
62,325
-1,711
-3% -$379K 5.97% 8
2021
Q1 		$13.7M Sell
64,036
-910
-1% -$192K 6.22% 7
2020
Q4 		$12.6M Buy
64,946
+4,273
+7% +$754K 6.19% 6
2020
Q3 		$9.33M Buy
60,673
+1,816
+3% +$279K 5.51% 8
2020
Q2 		$8.58M Buy
58,857
+15,366
+35% +$2.06M 5.69% 7
2020
Q1 		$5.02M Buy
43,491
+32,281
+288% +$4.85M 4.06% 8
2019
Q4 		$1.86M Buy
11,210
+5,191
+86% +$827K 1.25% 16
2019
Q3 		$926K Buy
6,019
+2,257
+60% +$350K 0.71% 24
2019
Q2 		$589K Buy
3,762
+527
+16% +$81.4K 0.45% 27
2019
Q1 		$494K Sell
3,235
-315
-9% -$46.8K 0.4% 28
2018
Q4 		$469K Buy
+3,550
New +$517K 0.44% 27

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

Marshall Financial Group (Pennsylvania)'s VB Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Vanguard Small-Cap ETF (VB) stake by 0.92% in Q3 2025, buying an estimated $186K and bringing the position to 81,738 shares worth $20.8M. The position accounts for 5.72% of the portfolio, ranked #6.

Marshall Financial Group (Pennsylvania) first reported a position in VB in Q4 2018 and has held it in 28 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 81,738 shares of Vanguard Small-Cap ETF worth $20.8M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 748 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $186K.
  • Vanguard Small-Cap ETF made up 5.72% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #6 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Vanguard Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.