PC
VB icon

Promus Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Promus Capital’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 		$30.5K Hold
120
– – 0.02% 191
2025
Q2 		$28.4K Buy
+120
New +$26.8K 0.02% 201

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Promus Capital's VB Position: Q3 2025 in Review

Promus Capital held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2025 at 120 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #191.

Promus Capital first reported a position in VB in Q2 2025 and has held it in 2 quarters since. 2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Promus Capital held 120 shares of Vanguard Morningstar Small-Cap ETF worth $30.5K as of Q3 2025.
  • Promus Capital left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Promus Capital's portfolio in Q3 2025, its #191 holding.
  • Promus Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.