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Quantbot Technologies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Quantbot Technologies’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 		– Sell
-1,064
Closed -$252K – 2130
2025
Q2 		$252K Buy
+1,064
New +$237K 0.01% 1168

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Envestnet Asset Management
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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

Quantbot Technologies's VB Position: Q3 2025 in Review

Quantbot Technologies sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 1,064 shares — an estimated $252K sold.

Quantbot Technologies first reported a position in VB in Q2 2025 and held it in 1 quarter. The position peaked at $252K in Q2 2025. 2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Quantbot Technologies reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Quantbot Technologies sold 1,064 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $252K.
  • Quantbot Technologies first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Quantbot Technologies's Vanguard Morningstar Small-Cap ETF position peaked at $252K in Q2 2025.
  • 2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Quantbot Technologies's 13F filing for Q3 2025, filed 12 Nov 2025.