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Symphony Financial’s Vanguard Small-Cap ETF VB Stock Holding History

Symphony 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 		– Sell
-948
Closed -$219K – 261
2025
Q1 		$219K Buy
+948
New +$226K 0.13% 83

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UBS Group
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Northwestern Mutual Wealth Management
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Symphony Financial's VB Position: Q2 2025 in Review

Symphony Financial sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 948 shares — an estimated $219K sold.

Symphony Financial first reported a position in VB in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Symphony Financial reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Symphony Financial sold 948 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $219K.
  • Symphony Financial first reported a position in Vanguard Small-Cap ETF in Q1 2025 and held it in 1 quarter.
  • Symphony Financial's Vanguard Small-Cap ETF position peaked at $219K in Q1 2025.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Symphony Financial's 13F filing for Q2 2025, filed 11 Aug 2025.