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

Accurate 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	$281K	Buy	943 +179	+23%	+$51.3K	0.03%	472
2026 Q1	$208K	Buy	+764	New	+$207K	0.03%	511
2025 Q1	–	Sell	-907	Closed	-$216K	–	413
2024 Q4	$216K	Sell	907 -7	-0.8%	-$1.72K	0.04%	355
2024 Q3	$219K	Buy	+914	New	+$208K	0.04%	349
2023 Q1	–	Sell	-919	Closed	-$175K	–	1408
2022 Q4	$175K	Sell	919 -923	-50%	-$171K	0.06%	228
2022 Q3	$329K	Buy	+1,842	New	+$348K	0.14%	126

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

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

Accurate Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q2 2026, buying an estimated $51.3K and bringing the position to 943 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #472.

Accurate Wealth Management first reported a position in VB in Q3 2022 and has held it in 6 quarters since. The position peaked at $329K in Q3 2022. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Accurate Wealth Management held 943 shares of Vanguard Morningstar Small-Cap ETF worth $281K as of Q2 2026.
Accurate Wealth Management bought 179 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $51.3K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #472 holding.
Accurate Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $329K in Q3 2022.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.