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Marshall & Sterling Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Marshall & Sterling Wealth Advisors’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
-226
Closed -$57.5K – 615
2025
Q3 		$57.5K Sell
226
-4
-2% -$992 0.04% 161
2025
Q2 		$54.5K Buy
230
+13
+6% +$2.9K 0.04% 152
2025
Q1 		$48.1K Buy
+217
New +$51.8K 0.03% 159

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 226 shares — an estimated $57.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in VB in Q1 2025 and held it in 3 quarters. The position peaked at $57.5K in Q3 2025. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 226 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $57.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $57.5K in Q3 2025.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.