Moloney Securities Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Moloney Securities Asset 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 Q3	$360K	Buy	1,417 +156	+12%	+$38.7K	0.04%	323
2025 Q2	$299K	Buy	1,261 +69	+6%	+$15.4K	0.04%	365
2025 Q1	$264K	Buy	1,192 +89	+8%	+$21.3K	0.04%	383
2024 Q4	$265K	Buy	1,103 +63	+6%	+$15.5K	0.04%	367
2024 Q3	$247K	Buy	+1,040	New	+$236K	0.03%	400
2021 Q1	–	Sell	-6,105	Closed	-$1.19M	–	438
2020 Q4	$1.19M	Buy	+6,105	New	+$1.08M	0.26%	102

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Moloney Securities Asset Management's VB Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Vanguard Small-Cap ETF (VB) stake by 12% in Q3 2025, buying an estimated $38.7K and bringing the position to 1,417 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #323.

Moloney Securities Asset Management first reported a position in VB in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.19M in Q4 2020. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Moloney Securities Asset Management held 1,417 shares of Vanguard Small-Cap ETF worth $360K as of Q3 2025.
Moloney Securities Asset Management bought 156 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $38.7K.
Vanguard Small-Cap ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #323 holding.
Moloney Securities Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 6 quarters since.
Moloney Securities Asset Management's Vanguard Small-Cap ETF position peaked at $1.19M in Q4 2020.
2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.