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Vantage Financial Partners (Wisconsin)’s T. Rowe Price Small-Mid Cap ETF TMSL Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio TMSL Stock Details TMSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.51M Buy
97,703
+2,129
+2% +$75.5K 0.71% 25
2025
Q3 		$3.36M Buy
95,574
+4,034
+4% +$137K 0.71% 25
2025
Q2 		$3M Buy
+91,540
New +$2.81M 0.69% 26

Other funds holding TMSL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
KCM
Kendall Capital Management Rockville, Maryland $600M AUM 48.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TMSL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its T. Rowe Price Small-Mid Cap ETF (TMSL) stake by 2.2% in Q4 2025, buying an estimated $75.5K and bringing the position to 97,703 shares worth $3.51M. The position accounts for 0.71% of the portfolio, ranked #25.

Vantage Financial Partners (Wisconsin) first reported a position in TMSL in Q2 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold TMSL as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 97,703 shares of T. Rowe Price Small-Mid Cap ETF worth $3.51M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 2,129 T. Rowe Price Small-Mid Cap ETF shares in Q4 2025, an estimated $75.5K.
  • T. Rowe Price Small-Mid Cap ETF made up 0.71% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #25 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in T. Rowe Price Small-Mid Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held T. Rowe Price Small-Mid Cap ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.