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Westwood Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Westwood Wealth 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
2026
Q1 		– Sell
-5,180
Closed -$1.34M – 117
2025
Q4 		$1.34M Buy
+5,180
New +$1.33M 1% 31

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Westwood Wealth Management's VB Position: Q1 2026 in Review

Westwood Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 5,180 shares — an estimated $1.34M sold.

Westwood Wealth Management first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $1.34M in Q4 2025. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Westwood Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 5,180 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $1.34M.
  • Westwood Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.34M in Q4 2025.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.