Woodward Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Woodward Financial Advisors’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	-841	Closed	-$214K	–	62
2025 Q3	$214K	Buy	+841	New	+$209K	0.08%	55
2025 Q1	–	Sell	-867	Closed	-$208K	–	57
2024 Q4	$208K	Hold	867	–	–	0.1%	55
2024 Q3	$206K	Buy	+867	New	+$197K	0.1%	55
2024 Q2	–	Sell	-910	Closed	-$206K	–	54
2024 Q1	$206K	Sell	910 -53	-6%	-$11.4K	0.12%	53
2023 Q4	$206K	Buy	+963	New	+$186K	0.14%	52

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Woodward Financial Advisors's VB Position: Q4 2025 in Review

Woodward Financial Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2025, closing a stake of 841 shares — an estimated $214K sold.

Woodward Financial Advisors first reported a position in VB in Q4 2023 and held it in 5 quarters. The position peaked at $214K in Q3 2025. 2,379 funds tracked by Wall St. Rank hold VB as of Q4 2025.

Woodward Financial Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Woodward Financial Advisors sold 841 Vanguard Morningstar Small-Cap ETF shares in Q4 2025, an estimated $214K.
Woodward Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and held it in 5 quarters.
Woodward Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $214K in Q3 2025.
2,379 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2025.

Based on Woodward Financial Advisors's 13F filing for Q4 2025, filed 1 Oct 2026.