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Martin Worley Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Martin Worley 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
Q2 		$296K Sell
1,249
-11
-0.9% -$2.45K 0.14% 76
2025
Q1 		$279K Buy
1,260
+32
+3% +$7.64K 0.16% 70
2024
Q4 		$295K Buy
+1,228
New +$302K 0.18% 70

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Martin Worley Group's VB Position: Q2 2025 in Review

Martin Worley Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.87% in Q2 2025, selling an estimated $2.45K and leaving 1,249 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #76.

Martin Worley Group first reported a position in VB in Q4 2024 and has held it in 3 quarters since. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Martin Worley Group held 1,249 shares of Vanguard Morningstar Small-Cap ETF worth $296K as of Q2 2025.
  • Martin Worley Group sold 11 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $2.45K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Martin Worley Group's portfolio in Q2 2025, its #76 holding.
  • Martin Worley Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.