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Spreng Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Spreng Capital 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
Q4 		– Sell
-1,449
Closed -$368K – 80
2025
Q3 		$368K Sell
1,449
-91
-6% -$22.6K 0.15% 61
2025
Q2 		$365K Sell
1,540
-156
-9% -$34.8K 0.15% 61
2025
Q1 		$376K Sell
1,696
-165
-9% -$39.4K 0.17% 60
2024
Q4 		$447K Sell
1,861
-6
-0.3% -$1.48K 0.19% 58
2024
Q3 		$443K Sell
1,867
-1,476
-44% -$335K 0.21% 59
2024
Q2 		$729K Sell
3,343
-255
-7% -$56K 0.38% 46
2024
Q1 		$822K Sell
3,598
-179
-5% -$38.5K 0.44% 43
2023
Q4 		$806K Sell
3,777
-53
-1% -$10.2K 0.5% 42
2023
Q3 		$724K Sell
3,830
-93
-2% -$18.5K 0.53% 41
2023
Q2 		$780K Sell
3,923
-233
-6% -$44K 0.61% 38
2023
Q1 		$788K Sell
4,156
-70
-2% -$13.6K 0.68% 37
2022
Q4 		$776K Sell
4,226
-111
-3% -$20.6K 0.67% 39
2022
Q3 		$711K Sell
4,337
-139
-3% -$26.2K 0.63% 42
2022
Q2 		$813K Sell
4,476
-282
-6% -$54.5K 0.61% 43
2022
Q1 		$1.01M Sell
4,758
-119
-2% -$25.1K 0.62% 39
2021
Q4 		$1.1M Sell
4,877
-59
-1% -$13.4K 0.63% 39
2021
Q3 		$1.1M Sell
4,936
-36
-0.7% -$8K 0.7% 37
2021
Q2 		$1.12M Sell
4,972
-7
-0.1% -$1.55K 0.72% 35
2021
Q1 		$1.07M Sell
4,979
-68
-1% -$14.3K 0.74% 36
2020
Q4 		$983K Sell
5,047
-58
-1% -$10.2K 0.78% 35
2020
Q3 		$785K Sell
5,105
-5,276
-51% -$810K 0.74% 38
2020
Q2 		$1.51M Sell
10,381
-4,416
-30% -$593K 1.54% 21
2020
Q1 		$1.71M Sell
14,797
-258
-2% -$38.8K 1.96% 17
2019
Q4 		$2.49M Buy
+15,055
New +$2.4M 2.31% 13

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spreng Capital Management's VB Position: Q4 2025 in Review

Spreng Capital Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 1,449 shares — an estimated $368K sold.

Spreng Capital Management first reported a position in VB in Q4 2019 and held it in 24 quarters. The position peaked at $2.49M in Q4 2019. 2,373 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Spreng Capital Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Spreng Capital Management sold 1,449 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $368K.
  • Spreng Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and held it in 24 quarters.
  • Spreng Capital Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.49M in Q4 2019.
  • 2,373 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Spreng Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.