180 Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

180 Wealth 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
2026 Q2	$1.68M	Sell	5,549 -21	-0.4%	-$6.02K	0.17%	135
2026 Q1	$1.46M	Buy	5,570 +115	+2%	+$31.1K	0.17%	139
2025 Q4	$1.41M	Buy	5,455 +266	+5%	+$68.1K	0.16%	136
2025 Q3	$1.32M	Buy	5,189 +65	+1%	+$16.1K	0.16%	132
2025 Q2	$1.21M	Buy	5,124 +396	+8%	+$88.3K	0.17%	127
2025 Q1	$1.05M	Buy	4,728 +1,178	+33%	+$281K	0.17%	130
2024 Q4	$853K	Buy	3,550 +195	+6%	+$48K	0.13%	145
2024 Q3	$796K	Buy	3,355 +2,032	+154%	+$462K	0.13%	164
2024 Q2	$296K	Buy	1,323 +198	+18%	+$43.5K	0.05%	326
2024 Q1	$257K	Buy	1,125 +14	+1%	+$3.01K	0.05%	327
2023 Q4	$235K	Buy	+1,111	New	+$214K	0.05%	322

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

180 Wealth Advisors's VB Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.38% in Q2 2026, selling an estimated $6.02K and leaving 5,549 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #135.

180 Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

180 Wealth Advisors held 5,549 shares of Vanguard Morningstar Small-Cap ETF worth $1.68M as of Q2 2026.
180 Wealth Advisors sold 21 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.02K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of 180 Wealth Advisors's portfolio in Q2 2026, its #135 holding.
180 Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.