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Warther Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Warther Private Wealth’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
Q2 		– Sell
-1,551
Closed -$344K – 72
2025
Q1 		$344K Hold
1,551
– – 0.11% 48
2024
Q4 		$373K Hold
1,551
– – 0.13% 53
2024
Q3 		$368K Hold
1,551
– – 0.13% 61
2024
Q2 		$338K Buy
+1,551
New +$341K 0.13% 60

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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

Warther Private Wealth's VB Position: Q2 2025 in Review

Warther Private Wealth sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2025, closing a stake of 1,551 shares — an estimated $344K sold.

Warther Private Wealth first reported a position in VB in Q2 2024 and held it in 4 quarters. The position peaked at $373K in Q4 2024. 2,170 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Warther Private Wealth reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Warther Private Wealth sold 1,551 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $344K.
  • Warther Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and held it in 4 quarters.
  • Warther Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $373K in Q4 2024.
  • 2,170 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Warther Private Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.