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US Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

US Financial Advisors’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
Q1 		$7.69M Sell
34,700
-1,281
-4% -$306K 2.27% 16
2024
Q4 		$8.65M Buy
35,981
+234
+0.7% +$57.6K 2.66% 14
2024
Q3 		$8.48M Sell
35,747
-725
-2% -$165K 2.64% 15
2024
Q2 		$7.95M Sell
36,472
-23,520
-39% -$5.16M 2.67% 15
2024
Q1 		$13.7M Buy
59,992
+558
+0.9% +$120K 4.75% 4
2023
Q4 		$12.7M Buy
59,434
+2,064
+4% +$398K 4.72% 4
2023
Q3 		$10.8M Buy
57,370
+1,538
+3% +$306K 4.51% 4
2023
Q2 		$11.1M Buy
55,832
+866
+2% +$164K 4.72% 5
2023
Q1 		$10.4M Buy
54,966
+1,535
+3% +$298K 4.65% 6
2022
Q4 		$9.81M Sell
53,431
-338
-0.6% -$62.6K 4.92% 5
2022
Q3 		$9.19M Buy
53,769
+3,011
+6% +$568K 5.15% 4
2022
Q2 		$8.94M Buy
50,758
+1,070
+2% +$207K 5.02% 4
2022
Q1 		$10.6M Buy
49,688
+3,308
+7% +$696K 5.08% 5
2021
Q4 		$10.5M Buy
46,380
+1,714
+4% +$389K 4.77% 5
2021
Q3 		$9.77M Buy
44,666
+141
+0.3% +$31.3K 4.84% 5
2021
Q2 		$10M Sell
44,525
-32,847
-42% -$7.28M 4.89% 5
2021
Q1 		$16.6M Sell
77,372
-3,808
-5% -$802K 4.6% 4
2020
Q4 		$15.8M Buy
+81,180
New +$14.3M 4.77% 4
2016
Q2 		$3.13M Hold
28,033
– – 6.27% 2
2016
Q1 		$3.13M Buy
28,033
+27,516
+5,322% +$2.85M 5.44% 2
2015
Q4 		$57K Buy
517
+207
+67% +$23.5K 0.05% 129
2015
Q3 		$33K Buy
310
+30
+11% +$3.51K 0.05% 152
2015
Q2 		$34K Sell
280
-56
-17% -$6.88K 0.03% 136
2015
Q1 		$41K Sell
336
-730
-68% -$86.5K 0.04% 127
2014
Q4 		$124K Buy
+1,066
New +$121K 0.11% 68

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Financial Advisors's VB Position: Q1 2025 in Review

US Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q1 2025, selling an estimated $306K and leaving 34,700 shares worth $7.69M. The position accounts for 2.27% of the portfolio, ranked #16.

US Financial Advisors first reported a position in VB in Q4 2014 and has held it in 25 quarters since. The position peaked at $16.6M in Q1 2021. 2,158 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • US Financial Advisors held 34,700 shares of Vanguard Morningstar Small-Cap ETF worth $7.69M as of Q1 2025.
  • US Financial Advisors sold 1,281 Vanguard Morningstar Small-Cap ETF shares in Q1 2025, an estimated $306K.
  • Vanguard Morningstar Small-Cap ETF made up 2.27% of US Financial Advisors's portfolio in Q1 2025, its #16 holding.
  • US Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 25 quarters since.
  • US Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $16.6M in Q1 2021.
  • 2,158 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.