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Smith Anglin Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Smith Anglin Financial’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
Q2 		$2.02M Sell
8,538
-38
-0.4% -$8.48K 0.18% 50
2025
Q1 		$1.9M Sell
8,576
-224
-3% -$53.5K 0.2% 49
2024
Q4 		$2.11M Buy
8,800
+26
+0.3% +$6.4K 0.2% 44
2024
Q3 		$2.08M Sell
8,774
-9
-0.1% -$2.04K 0.2% 44
2024
Q2 		$1.92M Hold
8,783
– – 0.19% 41
2024
Q1 		$2.01M Sell
8,783
-26
-0.3% -$5.59K 0.21% 43
2023
Q4 		$1.88M Buy
8,809
+26
+0.3% +$5.01K 0.22% 43
2023
Q3 		$1.66M Sell
8,783
-733
-8% -$146K 0.2% 52
2023
Q2 		$1.89M Buy
9,516
+27
+0.3% +$5.1K 0.23% 47
2023
Q1 		$1.8M Buy
9,489
+30
+0.3% +$5.82K 0.27% 46
2022
Q4 		$1.74M Sell
9,459
-240
-2% -$44.5K 0.33% 34
2022
Q3 		$1.66M Buy
9,699
+256
+3% +$48.3K 0.35% 35
2022
Q2 		$1.66M Sell
9,443
-4
-0% -$772 0.49% 31
2022
Q1 		$2.01M Buy
9,447
+18
+0.2% +$3.79K 0.47% 32
2021
Q4 		$2.13M Sell
9,429
-14
-0.1% -$3.18K 0.36% 39
2021
Q3 		$2.06M Buy
9,443
+231
+3% +$51.4K 0.4% 41
2021
Q2 		$2.08M Sell
9,212
-297
-3% -$65.8K 0.4% 39
2021
Q1 		$2.04M Buy
9,509
+344
+4% +$72.5K 0.44% 39
2020
Q4 		$1.78M Buy
+9,165
New +$1.62M 0.32% 40

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Smith Anglin Financial's VB Position: Q2 2025 in Review

Smith Anglin Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.44% in Q2 2025, selling an estimated $8.48K and leaving 8,538 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #50.

Smith Anglin Financial first reported a position in VB in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2021. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Smith Anglin Financial held 8,538 shares of Vanguard Morningstar Small-Cap ETF worth $2.02M as of Q2 2025.
  • Smith Anglin Financial sold 38 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $8.48K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Smith Anglin Financial's portfolio in Q2 2025, its #50 holding.
  • Smith Anglin Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Vanguard Morningstar Small-Cap ETF position peaked at $2.13M in Q4 2021.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.