SFPM
VB icon

Sensible Financial Planning & Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sensible Financial Planning & Management’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 		$5.12M Sell
20,143
-430
-2% -$107K 0.93% 19
2025
Q2 		$4.88M Buy
20,573
+1,427
+7% +$318K 0.93% 19
2025
Q1 		$4.25M Buy
19,146
+3,183
+20% +$760K 0.85% 19
2024
Q4 		$3.84M Buy
15,963
+802
+5% +$197K 0.8% 19
2024
Q3 		$3.6M Sell
15,161
-1,156
-7% -$263K 0.71% 19
2024
Q2 		$3.56M Buy
16,317
+497
+3% +$109K 0.77% 19
2024
Q1 		$3.62M Buy
15,820
+1,405
+10% +$302K 0.8% 19
2023
Q4 		$3.08M Buy
14,415
+117
+0.8% +$22.5K 0.72% 20
2023
Q3 		$2.7M Sell
14,298
-2,275
-14% -$453K 0.68% 19
2023
Q2 		$3.3M Sell
16,573
-1,109
-6% -$210K 0.77% 21
2023
Q1 		$3.35M Sell
17,682
-6
-0% -$1.16K 0.79% 19
2022
Q4 		$3.25M Buy
17,688
+4,435
+33% +$822K 0.81% 17
2022
Q3 		$2.27M Buy
13,253
+344
+3% +$64.9K 0.58% 21
2022
Q2 		$2.27M Buy
12,909
+1,659
+15% +$320K 0.57% 23
2022
Q1 		$2.39M Buy
11,250
+657
+6% +$138K 0.64% 23
2021
Q4 		$2.39M Buy
10,593
+764
+8% +$174K 0.68% 22
2021
Q3 		$2.15M Buy
9,829
+215
+2% +$47.8K 0.7% 21
2021
Q2 		$2.17M Sell
9,614
-672
-7% -$149K 0.73% 22
2021
Q1 		$2.2M Buy
10,286
+1,232
+14% +$260K 0.81% 20
2020
Q4 		$1.76M Buy
9,054
+327
+4% +$57.7K 0.66% 24
2020
Q3 		$1.34M Buy
8,727
+1,368
+19% +$210K 0.55% 23
2020
Q2 		$1.07M Buy
7,359
+1,742
+31% +$234K 0.46% 26
2020
Q1 		$648K Buy
5,617
+1,017
+22% +$153K 0.31% 26
2019
Q4 		$762K Buy
4,600
+249
+6% +$39.7K 0.32% 26
2019
Q3 		$670K Hold
4,351
– – 0.29% 24
2019
Q2 		$682K Hold
4,351
– – 0.29% 23
2019
Q1 		$665K Hold
4,351
– – 0.3% 23
2018
Q4 		$574K Hold
4,351
– – 0.28% 23
2018
Q3 		$707K Hold
4,351
– – 0.33% 21
2018
Q2 		$677K Hold
4,351
– – 0.32% 21
2018
Q1 		$639K Buy
4,351
+925
+27% +$138K 0.3% 20
2017
Q4 		$506K Buy
3,426
+1,317
+62% +$190K 0.26% 20
2017
Q3 		$298K Hold
2,109
– – 0.16% 22
2017
Q2 		$286K Sell
2,109
-12
-0.6% -$1.61K 0.18% 22
2017
Q1 		$283K Hold
2,121
– – 0.18% 23
2016
Q4 		$274K Hold
2,121
– – 0.19% 23
2016
Q3 		$259K Sell
2,121
-1,272
-37% -$154K 0.18% 24
2016
Q2 		$393K Buy
3,393
+883
+35% +$100K 0.28% 20
2016
Q1 		$280K Sell
2,510
-937
-27% -$97K 0.2% 23
2015
Q4 		$381K Sell
3,447
-71
-2% -$8.05K 0.29% 19
2015
Q3 		$380K Sell
3,518
-688
-16% -$80.4K 0.3% 20
2015
Q2 		$511K Hold
4,206
– – 0.42% 21
2015
Q1 		$515K Buy
4,206
+1,199
+40% +$142K 0.47% 22
2014
Q4 		$351K Buy
+3,007
New +$342K 0.36% 25

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sensible Financial Planning & Management's VB Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q3 2025, selling an estimated $107K and leaving 20,143 shares worth $5.12M. The position accounts for 0.93% of the portfolio, ranked #19.

Sensible Financial Planning & Management first reported a position in VB in Q4 2014 and has held it in 44 quarters since. 2,195 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Sensible Financial Planning & Management held 20,143 shares of Vanguard Morningstar Small-Cap ETF worth $5.12M as of Q3 2025.
  • Sensible Financial Planning & Management sold 430 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $107K.
  • Vanguard Morningstar Small-Cap ETF made up 0.93% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #19 holding.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 44 quarters since.
  • 2,195 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.