Prevail Innovative Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Prevail Innovative 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 Q1	–	Sell	-31,362	Closed	-$7.54M	–	195
2024 Q4	$7.54M	Buy	31,362 +17,528	+127%	+$4.31M	2.18%	6
2024 Q3	$3.28M	Buy	+13,834	New	+$3.14M	1%	31

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Prevail Innovative Wealth Advisors's VB Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2025, closing a stake of 31,362 shares — an estimated $7.54M sold.

Prevail Innovative Wealth Advisors first reported a position in VB in Q3 2024 and held it in 2 quarters. The position peaked at $7.54M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

Prevail Innovative Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 31,362 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $7.54M.
Prevail Innovative Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $7.54M in Q4 2024.
2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.