Vermillion & White Wealth Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-289	Closed	-$74.5K	–	504
2025 Q4	$74.5K	Hold	289	–	–	0.04%	117
2025 Q3	$73.5K	Hold	289	–	–	0.04%	120
2025 Q2	$68.5K	Hold	289	–	–	0.04%	114
2025 Q1	$64.1K	Sell	289 -158	-35%	-$37.7K	0.05%	107
2024 Q4	$107K	Buy	447 +3	+0.7%	+$738	0.08%	85
2024 Q3	$105K	Sell	444 -6	-1%	-$1.36K	0.08%	82
2024 Q2	$98.1K	Hold	450	–	–	0.07%	87
2024 Q1	$103K	Buy	+450	New	+$96.8K	0.08%	79

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vermillion & White Wealth Management Group's VB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 289 shares — an estimated $74.5K sold.

Vermillion & White Wealth Management Group first reported a position in VB in Q1 2024 and held it in 8 quarters. The position peaked at $107K in Q4 2024. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 289 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $74.5K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $107K in Q4 2024.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.