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Winnow Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Winnow 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
Q4 		– Sell
-225
Closed -$57.4K – 652
2025
Q3 		$57.4K Buy
+225
New +$55.8K 0.04% 153
2025
Q2 		– Sell
-203
Closed -$44.9K – 649
2025
Q1 		$44.9K Buy
203
+1
+0.5% +$239 0.04% 157
2024
Q4 		$48.5K Buy
+202
New +$49.7K 0.05% 139

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Winnow Wealth's VB Position: Q4 2025 in Review

Winnow Wealth sold out of Vanguard Small-Cap ETF (VB) in Q4 2025, closing a stake of 225 shares — an estimated $57.4K sold.

Winnow Wealth first reported a position in VB in Q4 2024 and held it in 3 quarters. The position peaked at $57.4K in Q3 2025. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

  • Winnow Wealth reported no remaining Vanguard Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 225 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $57.4K.
  • Winnow Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's Vanguard Small-Cap ETF position peaked at $57.4K in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.