MS
VB icon

Marshall & Sullivan’s Vanguard Small-Cap ETF VB Stock Holding History

Marshall & Sullivan’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 		$3.07M Buy
12,076
+2,665
+28% +$661K 1.42% 29
2025
Q2 		$2.23M Buy
9,411
+4,500
+92% +$1M 1.07% 31
2025
Q1 		$1.09M Buy
+4,911
New +$1.17M 0.55% 33

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 & Sullivan's VB Position: Q3 2025 in Review

Marshall & Sullivan increased its Vanguard Small-Cap ETF (VB) stake by 28% in Q3 2025, buying an estimated $661K and bringing the position to 12,076 shares worth $3.07M. The position accounts for 1.42% of the portfolio, ranked #29.

Marshall & Sullivan first reported a position in VB in Q1 2025 and has held it in 3 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Marshall & Sullivan held 12,076 shares of Vanguard Small-Cap ETF worth $3.07M as of Q3 2025.
  • Marshall & Sullivan bought 2,665 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $661K.
  • Vanguard Small-Cap ETF made up 1.42% of Marshall & Sullivan's portfolio in Q3 2025, its #29 holding.
  • Marshall & Sullivan first reported a position in Vanguard Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.