West Coast Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

West Coast Financial’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	-3,157	Closed	-$700K	–	142
2025 Q1	$700K	Hold	3,157	–	–	0.08%	87
2024 Q4	$759K	Hold	3,157	–	–	0.08%	85
2024 Q3	$749K	Hold	3,157	–	–	0.08%	90
2024 Q2	$688K	Hold	3,157	–	–	0.08%	87
2024 Q1	$722K	Hold	3,157	–	–	0.09%	85
2023 Q4	$673K	Sell	3,157 -97	-3%	-$18.7K	0.09%	84
2023 Q3	$615K	Hold	3,254	–	–	0.09%	87
2023 Q2	$647K	Sell	3,254 -12	-0.4%	-$2.27K	0.09%	88
2023 Q1	$619K	Sell	3,266 -98	-3%	-$19K	0.09%	84
2022 Q4	$617K	Sell	3,364 -219	-6%	-$40.6K	0.1%	80
2022 Q3	$612K	Hold	3,583	–	–	0.11%	78
2022 Q2	$631K	Sell	3,583 -2,485	-41%	-$480K	0.11%	74
2022 Q1	$1.29M	Sell	6,068 -1,081	-15%	-$228K	0.2%	67
2021 Q4	$1.62M	Sell	7,149 -1,277	-15%	-$290K	0.23%	63
2021 Q3	$1.84M	Sell	8,426 -211	-2%	-$46.9K	0.3%	61
2021 Q2	$1.95M	Sell	8,637 -166	-2%	-$36.8K	0.32%	59
2021 Q1	$1.89M	Buy	8,803 +675	+8%	+$142K	0.33%	59
2020 Q4	$1.58M	Buy	8,128 +1,456	+22%	+$257K	0.3%	57
2020 Q3	$1.03M	Buy	+6,672	New	+$1.02M	0.23%	61
2018 Q4	–	Sell	-11,174	Closed	-$1.82M	–	133
2018 Q3	$1.82M	Buy	+11,174	New	+$1.81M	0.42%	56

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 $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

West Coast Financial's VB Position: Q2 2025 in Review

West Coast Financial sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2025, closing a stake of 3,157 shares — an estimated $700K sold.

West Coast Financial first reported a position in VB in Q3 2018 and held it in 20 quarters. The position peaked at $1.95M in Q2 2021. 2,166 funds tracked by Wall St. Rank hold VB as of Q2 2025.

West Coast Financial reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 3,157 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $700K.
West Coast Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and held it in 20 quarters.
West Coast Financial's Vanguard Morningstar Small-Cap ETF position peaked at $1.95M in Q2 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.