New Century Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

New Century Financial Group’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	–	Sell	-1,213	Closed	-$308K	–	57
2025 Q3	$308K	Hold	1,213	–	–	0.55%	49
2025 Q2	$287K	Sell	1,213 -1,732	-59%	-$386K	0.34%	68
2025 Q1	$653K	Buy	2,945 +407	+16%	+$97.2K	0.76%	41
2024 Q4	$618K	Sell	2,538 -1,040	-29%	-$256K	0.26%	115
2024 Q3	$849K	Buy	3,578 +1,104	+45%	+$251K	0.31%	91
2024 Q2	$539K	Buy	2,474 +1,278	+107%	+$281K	0.23%	126
2024 Q1	$273K	Buy	1,196 +46	+4%	+$9.89K	0.19%	138
2023 Q4	$245K	Buy	+1,150	New	+$222K	0.21%	138

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

New Century Financial Group's VB Position: Q4 2025 in Review

New Century Financial Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,213 shares — an estimated $308K sold.

New Century Financial Group first reported a position in VB in Q4 2023 and held it in 8 quarters. The position peaked at $849K in Q3 2024. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

New Century Financial Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 1,213 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $308K.
New Century Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $849K in Q3 2024.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.