O'Brien Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

O'Brien Wealth Partners’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	$333K	Buy	+1,291	New	+$331K	0.04%	73
2025 Q1	–	Sell	-924	Closed	-$222K	–	76
2024 Q4	$222K	Sell	924 -116	-11%	-$28.5K	0.04%	44
2024 Q3	$247K	Buy	+1,040	New	+$236K	0.05%	39
2018 Q4	–	Sell	-120	Closed	-$20K	–	187
2018 Q3	$20K	Buy	+120	New	+$19.4K	0.01%	105

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

O'Brien Wealth Partners's VB Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025: 1,291 shares worth $333K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings. This is a return to the name: O'Brien Wealth Partners previously reported a position in VB as recently as Q4 2024.

O'Brien Wealth Partners first reported a position in VB in Q3 2018 and has held it in 4 quarters since. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

O'Brien Wealth Partners held 1,291 shares of Vanguard Morningstar Small-Cap ETF worth $333K as of Q4 2025.
Vanguard Morningstar Small-Cap ETF was a new O'Brien Wealth Partners position in Q4 2025.
Vanguard Morningstar Small-Cap ETF made up 0.04% of O'Brien Wealth Partners's portfolio in Q4 2025, its #73 holding.
O'Brien Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 4 quarters since.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.