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

Moser Wealth 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 Q2	$612K	Sell	2,582 -34	-1%	-$7.58K	0.29%	60
2025 Q1	$580K	Sell	2,616 -27	-1%	-$6.45K	0.3%	58
2024 Q4	$635K	Buy	2,643 +29	+1%	+$7.14K	0.33%	51
2024 Q3	$620K	Hold	2,614	–	–	0.32%	53
2024 Q2	$570K	Hold	2,614	–	–	0.31%	54
2024 Q1	$598K	Hold	2,614	–	–	0.33%	53
2023 Q4	$558K	Buy	2,614 +287	+12%	+$55.3K	0.36%	52
2023 Q3	$440K	Buy	2,327 +10	+0.4%	+$1.99K	0.31%	55
2023 Q2	$461K	Buy	+2,317	New	+$438K	0.31%	54
2022 Q4	$424K	Hold	2,311	–	–	0.32%	54
2022 Q3	$395K	Hold	2,311	–	–	0.31%	58
2022 Q2	$407K	Buy	2,311 +6	+0.3%	+$1.16K	0.3%	56
2022 Q1	$490K	Buy	2,305 +105	+5%	+$22.1K	0.31%	56
2021 Q4	$497K	Hold	2,200	–	–	0.3%	55
2021 Q3	$481K	Hold	2,200	–	–	0.31%	54
2021 Q2	$496K	Hold	2,200	–	–	0.32%	53
2021 Q1	$471K	Hold	2,200	–	–	0.33%	54
2020 Q4	$428K	Sell	2,200 -35	-2%	-$6.17K	0.32%	52
2020 Q3	$344K	Sell	2,235 -250	-10%	-$38.4K	0.27%	51
2020 Q2	$362K	Hold	2,485	–	–	0.35%	44
2020 Q1	$287K	Sell	2,485 -400	-14%	-$60.1K	0.33%	44
2019 Q4	$478K	Buy	+2,885	New	+$460K	0.46%	43

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Moser Wealth Advisors's VB Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 1.3% in Q2 2025, selling an estimated $7.58K and leaving 2,582 shares worth $612K. The position accounts for 0.29% of the portfolio, ranked #60.

Moser Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 22 quarters since. The position peaked at $635K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Moser Wealth Advisors held 2,582 shares of Vanguard Small-Cap ETF worth $612K as of Q2 2025.
Moser Wealth Advisors sold 34 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $7.58K.
Vanguard Small-Cap ETF made up 0.29% of Moser Wealth Advisors's portfolio in Q2 2025, its #60 holding.
Moser Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Vanguard Small-Cap ETF position peaked at $635K in Q4 2024.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.