Wellington Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Wellington Capital Management’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	$236K	Buy	+996	New	+$222K	0.35%	72

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wellington Capital Management's VB Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2025: 996 shares worth $236K. The stake represents 0.35% of the portfolio and ranks #72 among its holdings.

2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Wellington Capital Management held 996 shares of Vanguard Small-Cap ETF worth $236K as of Q2 2025.
Vanguard Small-Cap ETF was a new Wellington Capital Management position in Q2 2025.
Vanguard Small-Cap ETF made up 0.35% of Wellington Capital Management's portfolio in Q2 2025, its #72 holding.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.