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Wood Tarver Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wood Tarver Financial Group’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
-262
Closed -$62K – 622
2025
Q2 		$62K Buy
262
+64
+32% +$14.3K 0.02% 272
2025
Q1 		$43.9K Hold
198
– – 0.01% 279
2024
Q4 		$47K Buy
+198
New +$48.7K 0.02% 268

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wood Tarver Financial Group's VB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 262 shares — an estimated $62K sold.

Wood Tarver Financial Group first reported a position in VB in Q4 2024 and held it in 3 quarters. The position peaked at $62K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 262 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $62K.
  • Wood Tarver Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $62K in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.