West Oak Capital’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

West Oak Capital’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	–	Sell	-418	Closed	-$99.1K	–	311
2025 Q2	$99.1K	Hold	418	–	–	0.04%	145
2025 Q1	$92.7K	Hold	418	–	–	0.04%	146
2024 Q4	$100K	Hold	418	–	–	0.04%	143
2024 Q3	$99.2K	Hold	418	–	–	0.02%	149
2024 Q2	$91.1K	Hold	418	–	–	0.04%	154
2024 Q1	$96K	Hold	418	–	–	0.04%	154
2023 Q4	$87K	Hold	418	–	–	0.04%	158
2023 Q3	$79K	Hold	418	–	–	0.04%	157
2023 Q2	$83.1K	Hold	418	–	–	0.04%	153
2023 Q1	$79.2K	Hold	418	–	–	0.04%	154
2022 Q4	$77K	Hold	418	–	–	0.04%	144
2022 Q3	$71K	Hold	418	–	–	0.04%	155
2022 Q2	$74K	Hold	418	–	–	0.04%	154
2022 Q1	$89K	Hold	418	–	–	0.04%	156
2021 Q4	$94K	Hold	418	–	–	0.03%	164
2021 Q3	$91K	Hold	418	–	–	0.04%	160
2021 Q2	$94K	Hold	418	–	–	0.04%	160
2021 Q1	$89K	Hold	418	–	–	0.04%	159
2020 Q4	$81K	Hold	418	–	–	0.04%	159
2020 Q3	$64K	Hold	418	–	–	0.04%	158
2020 Q2	$61K	Hold	418	–	–	0.03%	163
2020 Q1	$48K	Hold	418	–	–	0.03%	167
2019 Q4	$69K	Hold	418	–	–	0.04%	162
2019 Q3	$64K	Hold	418	–	–	0.04%	165
2019 Q2	$65K	Hold	418	–	–	0.04%	165
2019 Q1	$64K	Hold	418	–	–	0.04%	162
2018 Q4	$55.2K	Hold	418	–	–	0.04%	159
2018 Q3	$68K	Buy	+418	New	+$67.6K	0.04%	164

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

West Oak Capital's VB Position: Q3 2025 in Review

West Oak Capital sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 418 shares — an estimated $99.1K sold.

West Oak Capital first reported a position in VB in Q3 2018 and held it in 28 quarters. The position peaked at $100K in Q4 2024. 2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

West Oak Capital reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 418 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $99.1K.
West Oak Capital first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and held it in 28 quarters.
West Oak Capital's Vanguard Morningstar Small-Cap ETF position peaked at $100K in Q4 2024.
2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.