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Vantage Financial Partners (Wisconsin)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$873K Sell
3,383
-38
-1% -$9.73K 0.18% 77
2025
Q3 		$870K Sell
3,421
-183
-5% -$45.4K 0.18% 74
2025
Q2 		$854K Sell
3,604
-97
-3% -$21.6K 0.2% 72
2025
Q1 		$821K Sell
3,701
-2,066
-36% -$493K 0.2% 70
2024
Q4 		$1.39M Sell
5,767
-878
-13% -$216K 0.35% 42
2024
Q3 		$1.58M Sell
6,645
-1,236
-16% -$281K 0.39% 34
2024
Q2 		$1.72M Sell
7,881
-2,244
-22% -$493K 0.45% 28
2024
Q1 		$2.31M Buy
10,125
+117
+1% +$25.2K 0.62% 27
2023
Q4 		$2.14M Buy
10,008
+8,624
+623% +$1.66M 0.63% 26
2023
Q3 		$262K Sell
1,384
-4
-0.3% -$797 0.1% 64
2023
Q2 		$276K Buy
1,388
+6
+0.4% +$1.13K 0.1% 64
2023
Q1 		$262K Sell
1,382
-90
-6% -$17.5K 0.1% 67
2022
Q4 		$270K Sell
1,472
-560
-28% -$104K 0.16% 48
2022
Q3 		$347K Buy
2,032
+75
+4% +$14.2K 0.23% 33
2022
Q2 		$345K Sell
1,957
-241
-11% -$46.5K 0.2% 36
2022
Q1 		$467K Buy
2,198
+4
+0.2% +$842 0.24% 32
2021
Q4 		$496K Buy
+2,194
New +$499K 0.19% 30

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q4 2025, selling an estimated $9.73K and leaving 3,383 shares worth $873K. The position accounts for 0.18% of the portfolio, ranked #77.

Vantage Financial Partners (Wisconsin) first reported a position in VB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.31M in Q1 2024. 2,379 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 3,383 shares of Vanguard Morningstar Small-Cap ETF worth $873K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 38 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $9.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #77 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Vanguard Morningstar Small-Cap ETF position peaked at $2.31M in Q1 2024.
  • 2,379 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

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