Ransom Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ransom Advisory’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	$9.29K	Buy	+36	New	+$9.22K	﹤0.01%	352

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ransom Advisory's VB Position: Q4 2025 in Review

Ransom Advisory opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025: 36 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings.

2,367 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Ransom Advisory held 36 shares of Vanguard Morningstar Small-Cap ETF worth $9.29K as of Q4 2025.
Vanguard Morningstar Small-Cap ETF was a new Ransom Advisory position in Q4 2025.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #352 holding.
2,367 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.