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

Redmont 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 Q4	$774	Hold	3	–	–	﹤0.01%	293
2025 Q3	$763	Hold	3	–	–	﹤0.01%	299
2025 Q2	$711	Hold	3	–	–	﹤0.01%	295
2025 Q1	$665	Buy	+3	New	+$716	﹤0.01%	166
2024 Q4	–	Sell	-14	Closed	-$3.32K	–	298
2024 Q3	$3.32K	Sell	14 -50	-78%	-$11.4K	0.01%	288
2024 Q2	$14K	Buy	+64	New	+$14.1K	0.02%	159
2023 Q1	–	Sell	-2,800	Closed	-$514K	–	109
2022 Q4	$514K	Hold	2,800	–	–	0.6%	46
2022 Q3	$479K	Hold	2,800	–	–	0.62%	40
2022 Q2	$493K	Hold	2,800	–	–	0.6%	40
2022 Q1	$595K	Hold	2,800	–	–	0.63%	38
2021 Q4	$633K	Buy	+2,800	New	+$636K	0.68%	38

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

Redmont Wealth Advisors's VB Position: Q4 2025 in Review

Redmont Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q4 2025 at 3 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Redmont Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 11 quarters since. The position peaked at $633K in Q4 2021. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Redmont Wealth Advisors held 3 shares of Vanguard Morningstar Small-Cap ETF worth $774 as of Q4 2025.
Redmont Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q4 2025.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #293 holding.
Redmont Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Redmont Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $633K in Q4 2021.
2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.