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MGB Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MGB Wealth Management’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 		$12.9K Hold
50
– – ﹤0.01% 295
2025
Q3 		$12.7K Hold
50
– – ﹤0.01% 296
2025
Q2 		$11.8K Hold
50
– – ﹤0.01% 292
2025
Q1 		$11.1K Hold
50
– – ﹤0.01% 277
2024
Q4 		$12K Hold
50
– – ﹤0.01% 268
2024
Q3 		$11.9K Hold
50
– – ﹤0.01% 265
2024
Q2 		$11.3K Hold
50
– – ﹤0.01% 262
2024
Q1 		$11.4K Hold
50
– – ﹤0.01% 249
2023
Q4 		$10.7K Buy
+50
New +$9.63K 0.01% 244

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

MGB Wealth Management's VB Position: Q4 2025 in Review

MGB Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2025 at 50 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

MGB Wealth Management first reported a position in VB in Q4 2023 and has held it in 9 quarters since. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • MGB Wealth Management held 50 shares of Vanguard Morningstar Small-Cap ETF worth $12.9K as of Q4 2025.
  • MGB Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #295 holding.
  • MGB Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.