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The Family Firm’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

The Family Firm’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
-5,008
Closed -$1.11M – 193
2025
Q1 		$1.11M Buy
5,008
+21
+0.4% +$5.01K 0.25% 76
2024
Q4 		$1.2M Sell
4,987
-227
-4% -$55.9K 0.27% 70
2024
Q3 		$1.24M Buy
5,214
+461
+10% +$105K 0.27% 71
2024
Q2 		$1.04M Hold
4,753
– – 0.23% 76
2024
Q1 		$1.09M Buy
4,753
+14
+0.3% +$3.01K 0.26% 71
2023
Q4 		$1.01M Sell
4,739
-156
-3% -$30.1K 0.26% 70
2023
Q3 		$926K Sell
4,895
-600
-11% -$120K 0.26% 69
2023
Q2 		$1.09M Sell
5,495
-127
-2% -$24K 0.29% 66
2023
Q1 		$1.07M Sell
5,622
-324
-5% -$62.8K 0.3% 68
2022
Q4 		$1.09M Sell
5,946
-742
-11% -$138K 0.32% 65
2022
Q3 		$1.14M Sell
6,688
-821
-11% -$155K 0.37% 57
2022
Q2 		$1.32M Sell
7,509
-73
-1% -$14.1K 0.39% 53
2022
Q1 		$1.61M Buy
7,582
+2,151
+40% +$453K 0.42% 51
2021
Q4 		$1.23M Buy
5,431
+26
+0.5% +$5.91K 0.32% 62
2021
Q3 		$1.24M Buy
5,405
+444
+9% +$98.7K 0.33% 62
2021
Q2 		$1.12M Buy
4,961
+12
+0.2% +$2.66K 0.3% 67
2021
Q1 		$1.06M Sell
4,949
-410
-8% -$86.4K 0.31% 63
2020
Q4 		$1.1M Sell
5,359
-155
-3% -$27.3K 0.33% 58
2020
Q3 		$848K Buy
5,514
+12
+0.2% +$1.84K 0.3% 59
2020
Q2 		$802K Buy
5,502
+2,901
+112% +$390K 0.3% 59
2020
Q1 		$300K Buy
2,601
+730
+39% +$110K 0.13% 101
2019
Q4 		$310K Sell
1,871
-190
-9% -$30.3K 0.1% 117
2019
Q3 		$317K Buy
2,061
+290
+16% +$45K 0.11% 112
2019
Q2 		$277K Buy
1,771
+5
+0.3% +$773 0.1% 116
2019
Q1 		$270K Buy
+1,766
New +$263K 0.1% 119

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

The Family Firm's VB Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2025, closing a stake of 5,008 shares — an estimated $1.11M sold.

The Family Firm first reported a position in VB in Q1 2019 and held it in 25 quarters. The position peaked at $1.61M in Q1 2022. 2,165 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 5,008 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $1.11M.
  • The Family Firm first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and held it in 25 quarters.
  • The Family Firm's Vanguard Morningstar Small-Cap ETF position peaked at $1.61M in Q1 2022.
  • 2,165 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.