VBFG
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Vishria Bird Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

Vishria Bird Financial 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
2025
Q3 		$618K Buy
2,431
+89
+4% +$22.1K 0.12% 59
2025
Q2 		$555K Buy
+2,342
New +$522K 0.18% 53

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

Vishria Bird Financial Group's VB Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Vanguard Small-Cap ETF (VB) stake by 3.8% in Q3 2025, buying an estimated $22.1K and bringing the position to 2,431 shares worth $618K. The position accounts for 0.12% of the portfolio, ranked #59.

Vishria Bird Financial Group first reported a position in VB in Q2 2025 and has held it in 2 quarters since. 2,194 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Vishria Bird Financial Group held 2,431 shares of Vanguard Small-Cap ETF worth $618K as of Q3 2025.
  • Vishria Bird Financial Group bought 89 Vanguard Small-Cap ETF shares in Q3 2025, an estimated $22.1K.
  • Vanguard Small-Cap ETF made up 0.12% of Vishria Bird Financial Group's portfolio in Q3 2025, its #59 holding.
  • Vishria Bird Financial Group first reported a position in Vanguard Small-Cap ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.