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Stonegate Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History

Stonegate Investment Group’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 		$400K Hold
1,574
– – 0.01% 279
2025
Q2 		$373K Buy
1,574
+481
+44% +$107K 0.01% 277
2025
Q1 		$242K Sell
1,093
-31
-3% -$7.4K 0.01% 304
2024
Q4 		$270K Hold
1,124
– – 0.01% 282
2024
Q3 		$267K Buy
1,124
+44
+4% +$10K 0.01% 294
2024
Q2 		$235K Hold
1,080
– – 0.01% 311
2024
Q1 		$247K Buy
1,080
+115
+12% +$24.7K 0.01% 285
2023
Q4 		$206K Buy
+965
New +$186K 0.01% 286

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

Stonegate Investment Group's VB Position: Q3 2025 in Review

Stonegate Investment Group held its Vanguard Small-Cap ETF (VB) position steady in Q3 2025 at 1,574 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #279.

Stonegate Investment Group first reported a position in VB in Q4 2023 and has held it in 8 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Stonegate Investment Group held 1,574 shares of Vanguard Small-Cap ETF worth $400K as of Q3 2025.
  • Stonegate Investment Group left its Vanguard Small-Cap ETF share count unchanged in Q3 2025.
  • Vanguard Small-Cap ETF made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #279 holding.
  • Stonegate Investment Group first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.