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MAS Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

MAS 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
Q3 		$599K Sell
2,354
-14
-0.6% -$3.47K 0.95% 26
2025
Q2 		$561K Buy
2,368
+79
+3% +$17.6K 0.92% 25
2025
Q1 		$508K Sell
2,289
-286
-11% -$68.3K 0.78% 25
2024
Q4 		$619K Sell
2,575
-282
-10% -$69.4K 1.04% 29
2024
Q3 		$678K Sell
2,857
-24
-0.8% -$5.45K 1.45% 22
2024
Q2 		$628K Sell
2,881
-12,000
-81% -$2.64M 1.5% 22
2024
Q1 		$3.4M Buy
14,881
+41
+0.3% +$8.82K 3.93% 5
2023
Q4 		$3.17M Sell
14,840
-191
-1% -$36.8K 4.1% 5
2023
Q3 		$2.84M Buy
15,031
+75
+0.5% +$14.9K 4.06% 5
2023
Q2 		$2.97M Sell
14,956
-503
-3% -$95.1K 4.15% 5
2023
Q1 		$2.93M Sell
15,459
-756
-5% -$147K 2.86% 7
2022
Q4 		$2.98M Sell
16,215
-170
-1% -$31.5K 2.8% 8
2022
Q3 		$2.8M Sell
16,385
-252
-2% -$47.6K 1.88% 10
2022
Q2 		$2.93M Sell
16,637
-255
-2% -$49.2K 2.65% 10
2022
Q1 		$3.64M Buy
16,892
+863
+5% +$182K 2.78% 8
2021
Q4 		$3.63M Buy
+16,029
New +$3.64M 2.65% 8

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

MAS Advisors's VB Position: Q3 2025 in Review

MAS Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 0.59% in Q3 2025, selling an estimated $3.47K and leaving 2,354 shares worth $599K. The position accounts for 0.95% of the portfolio, ranked #26.

MAS Advisors first reported a position in VB in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.64M in Q1 2022. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • MAS Advisors held 2,354 shares of Vanguard Small-Cap ETF worth $599K as of Q3 2025.
  • MAS Advisors sold 14 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $3.47K.
  • Vanguard Small-Cap ETF made up 0.95% of MAS Advisors's portfolio in Q3 2025, its #26 holding.
  • MAS Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • MAS Advisors's Vanguard Small-Cap ETF position peaked at $3.64M in Q1 2022.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.