Adamsbrown Wealth Consultants’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Adamsbrown Wealth Consultants’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	$621K	Buy	2,050 +93	+5%	+$26.7K	0.12%	76
2026 Q1	$512K	Buy	1,957 +53	+3%	+$14.3K	0.14%	70
2025 Q4	$491K	Sell	1,904 -31	-2%	-$7.94K	0.14%	68
2025 Q3	$492K	Buy	1,935 +31	+2%	+$7.69K	0.14%	61
2025 Q2	$451K	Sell	1,904 -50	-3%	-$11.2K	0.13%	56
2025 Q1	$433K	Hold	1,954	–	–	0.14%	57
2024 Q4	$470K	Buy	1,954 +79	+4%	+$19.4K	0.16%	52
2024 Q3	$445K	Hold	1,875	–	–	0.15%	49
2024 Q2	$409K	Hold	1,875	–	–	0.16%	48
2024 Q1	$429K	Sell	1,875 -95	-5%	-$20.4K	0.17%	45
2023 Q4	$420K	Hold	1,970	–	–	0.18%	44
2023 Q3	$373K	Hold	1,970	–	–	0.18%	48
2023 Q2	$392K	Hold	1,970	–	–	0.21%	45
2023 Q1	$374K	Buy	1,970 +6	+0.3%	+$1.16K	0.22%	46
2022 Q4	$360K	Hold	1,964	–	–	0.22%	50
2022 Q3	$336K	Hold	1,964	–	–	0.26%	51
2022 Q2	$346K	Sell	1,964 -34	-2%	-$6.57K	0.27%	53
2022 Q1	$425K	Buy	1,998 +116	+6%	+$24.4K	0.34%	53
2021 Q4	$425K	Buy	+1,882	New	+$428K	0.38%	44

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

Adamsbrown Wealth Consultants's VB Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.8% in Q2 2026, buying an estimated $26.7K and bringing the position to 2,050 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #76.

Adamsbrown Wealth Consultants first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Adamsbrown Wealth Consultants held 2,050 shares of Vanguard Morningstar Small-Cap ETF worth $621K as of Q2 2026.
Adamsbrown Wealth Consultants bought 93 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.7K.
Vanguard Morningstar Small-Cap ETF made up 0.12% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #76 holding.
Adamsbrown Wealth Consultants first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.