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

Abound 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
Q2 		$20.4M Sell
67,280
-99
-0.1% -$28.4K 4.05% 9
2026
Q1 		$17.6M Buy
67,379
+186
+0.3% +$50.3K 4.01% 9
2025
Q4 		$17.3M Buy
67,193
+391
+0.6% +$100K 4.06% 9
2025
Q3 		$17M Buy
66,802
+1,338
+2% +$332K 4.25% 9
2025
Q2 		$15.5M Buy
65,464
+8,110
+14% +$1.81M 4.38% 9
2025
Q1 		$12.7M Buy
57,354
+7,835
+16% +$1.87M 4.24% 9
2024
Q4 		$11.9M Buy
49,519
+460
+0.9% +$113K 3.82% 8
2024
Q3 		$11.6M Sell
49,059
-335
-0.7% -$76.1K 3.86% 8
2024
Q2 		$10.8M Sell
49,394
-1,896
-4% -$416K 3.97% 8
2024
Q1 		$11.7M Sell
51,290
-952
-2% -$205K 4.47% 8
2023
Q4 		$11.1M Buy
52,242
+14,798
+40% +$2.85M 4.47% 7
2023
Q3 		$7.08M Buy
37,444
+1,348
+4% +$269K 3.01% 11
2023
Q2 		$7.18M Buy
36,096
+1,930
+6% +$365K 3% 11
2023
Q1 		$6.48M Buy
34,166
+1,011
+3% +$196K 2.9% 11
2022
Q4 		$6.09M Buy
33,155
+194
+0.6% +$36K 2.98% 11
2022
Q3 		$5.63M Buy
32,961
+3,379
+11% +$638K 3.04% 11
2022
Q2 		$5.21M Buy
29,582
+1,437
+5% +$277K 2.9% 11
2022
Q1 		$5.98M Buy
28,145
+6,615
+31% +$1.39M 4.31% 7
2021
Q4 		$4.87M Buy
+21,530
New +$4.89M 3.82% 7

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Abound Wealth Management's VB Position: Q2 2026 in Review

Abound Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.15% in Q2 2026, selling an estimated $28.4K and leaving 67,280 shares worth $20.4M. The position accounts for 4.05% of the portfolio, ranked #9.

Abound Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Abound Wealth Management held 67,280 shares of Vanguard Morningstar Small-Cap ETF worth $20.4M as of Q2 2026.
  • Abound Wealth Management sold 99 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $28.4K.
  • Vanguard Morningstar Small-Cap ETF made up 4.05% of Abound Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.