MECA
VB icon

Miller Equity Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Miller Equity Capital 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
Q1 		$534K Sell
2,409
-291,149
-99% -$69.5M 36.93% 1
2024
Q4 		$70.5M Sell
293,558
-1,150
-0.4% -$283K 26.91% 1
2024
Q3 		$69.9M Sell
294,708
-696
-0.2% -$158K 27.28% 1
2024
Q2 		$64.4M Sell
295,404
-309
-0.1% -$67.9K 26.79% 1
2024
Q1 		$67.6M Buy
295,713
+4,882
+2% +$1.05M 27.91% 1
2023
Q4 		$62M Buy
290,831
+10,520
+4% +$2.03M 28.04% 1
2023
Q3 		$53M Buy
280,311
+9,517
+4% +$1.9M 27.45% 1
2023
Q2 		$53.9M Buy
270,794
+11,994
+5% +$2.27M 27.31% 1
2023
Q1 		$49.1M Buy
258,800
+36,632
+16% +$7.1M 27.42% 1
2022
Q4 		$40.8M Buy
222,168
+38,141
+21% +$7.07M 26.46% 1
2022
Q3 		$31.5M Buy
184,027
+77,493
+73% +$14.6M 23.07% 1
2022
Q2 		$18.8M Buy
106,534
+37,855
+55% +$7.31M 16.02% 1
2022
Q1 		$14.6M Buy
68,679
+30,028
+78% +$6.32M 12.38% 1
2021
Q4 		$8.73M Buy
38,651
+2,311
+6% +$525K 8.13% 2
2021
Q3 		$7.95M Buy
36,340
+8,986
+33% +$2M 7.82% 2
2021
Q2 		$6.16M Buy
27,354
+8,281
+43% +$1.84M 6.36% 4
2021
Q1 		$4.08M Buy
19,073
+2,545
+15% +$536K 5.11% 4
2020
Q4 		$3.22M Buy
16,528
+2,772
+20% +$489K 4.3% 5
2020
Q3 		$2.12M Buy
13,756
+4,864
+55% +$747K 3.19% 9
2020
Q2 		$1.3M Sell
8,892
-105
-1% -$14.1K 2.11% 12
2020
Q1 		$1.04M Sell
8,997
-4,105
-31% -$617K 1.95% 14
2019
Q4 		$2.17M Buy
+13,102
New +$2.09M 2.78% 8

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Miller Equity Capital Advisors's VB Position: Q1 2025 in Review

Miller Equity Capital Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 99% in Q1 2025, selling an estimated $69.5M and leaving 2,409 shares worth $534K. The position accounts for 36.93% of the portfolio, ranked #1.

Miller Equity Capital Advisors first reported a position in VB in Q4 2019 and has held it in 22 quarters since. The position peaked at $70.5M in Q4 2024. 2,161 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Miller Equity Capital Advisors held 2,409 shares of Vanguard Morningstar Small-Cap ETF worth $534K as of Q1 2025.
  • Miller Equity Capital Advisors sold 291,149 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $69.5M.
  • Vanguard Morningstar Small-Cap ETF made up 36.93% of Miller Equity Capital Advisors's portfolio in Q1 2025, its #1 holding.
  • Miller Equity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Miller Equity Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $70.5M in Q4 2024.
  • 2,161 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.