Advisornet Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.1M | Buy |
43,077
+3,531
| +9% | +$1.01M | 0.6% | 44 |
|
|
2026
Q1 | $10.4M | Buy |
39,546
+1,822
| +5% | +$493K | 0.54% | 44 |
|
|
2025
Q4 | $9.73M | Buy |
37,724
+2,376
| +7% | +$609K | 0.52% | 46 |
|
|
2025
Q3 | $8.99M | Buy |
35,348
+6,741
| +24% | +$1.67M | 0.51% | 46 |
|
|
2025
Q2 | $6.78M | Buy |
28,607
+14,310
| +100% | +$3.19M | 0.44% | 47 |
|
|
2025
Q1 | $3.17M | Buy |
14,297
+781
| +6% | +$187K | 0.24% | 90 |
|
|
2024
Q4 | $3.25M | Buy |
13,516
+902
| +7% | +$222K | 0.27% | 85 |
|
|
2024
Q3 | $2.99M | Buy |
12,614
+2,977
| +31% | +$676K | 0.22% | 105 |
|
|
2024
Q2 | $2.1M | Sell |
9,637
-793
| -8% | -$174K | 0.19% | 121 |
|
|
2024
Q1 | $2.38M | Sell |
10,430
-16,827
| -62% | -$3.62M | 0.23% | 106 |
|
|
2023
Q4 | $5.81M | Sell |
27,257
-64,244
| -70% | -$12.4M | 0.54% | 32 |
|
|
2023
Q3 | $17.3M | Buy |
91,501
+1,932
| +2% | +$385K | 1.57% | 6 |
|
|
2023
Q2 | $17.8M | Buy |
89,569
+2,859
| +3% | +$540K | 1.52% | 6 |
|
|
2023
Q1 | $16.4M | Buy |
86,710
+6,095
| +8% | +$1.18M | 1.5% | 5 |
|
|
2022
Q4 | $14.8M | Buy |
80,615
+12,728
| +19% | +$2.36M | 1.46% | 6 |
|
|
2022
Q3 | $11.6M | Buy |
67,887
+1,478
| +2% | +$279K | 1.16% | 12 |
|
|
2022
Q2 | $11.7M | Buy |
66,409
+4,166
| +7% | +$804K | 1.15% | 11 |
|
|
2022
Q1 | $13.2M | Buy |
62,243
+6,338
| +11% | +$1.33M | 0.83% | 21 |
|
|
2021
Q4 | $12.6M | Buy |
55,905
+14,925
| +36% | +$3.39M | 0.78% | 20 |
|
|
2021
Q3 | $8.96M | Buy |
40,980
+12,223
| +43% | +$2.72M | 0.62% | 29 |
|
|
2021
Q2 | $6.48M | Buy |
28,757
+2,022
| +8% | +$448K | 0.43% | 51 |
|
|
2021
Q1 | $5.72M | Buy |
26,735
+21,070
| +372% | +$4.44M | 0.41% | 57 |
|
|
2020
Q4 | $1.1M | Sell |
5,665
-5,856
| -51% | -$1.03M | 0.09% | 205 |
|
|
2020
Q3 | $1.77M | Buy |
11,521
+3,130
| +37% | +$481K | 0.15% | 145 |
|
|
2020
Q2 | $1.22M | Buy |
8,391
+1,445
| +21% | +$194K | 0.1% | 185 |
|
|
2020
Q1 | $802K | Buy |
6,946
+360
| +5% | +$54.1K | 0.07% | 226 |
|
|
2019
Q4 | $1.09M | Sell |
6,586
-456
| -6% | -$72.6K | 0.09% | 203 |
|
|
2019
Q3 | $1.08M | Sell |
7,042
-723
| -9% | -$112K | 0.1% | 202 |
|
|
2019
Q2 | $1.22M | Sell |
7,765
-113
| -1% | -$17.5K | 0.13% | 156 |
|
|
2019
Q1 | $1.2M | Sell |
7,878
-305
| -4% | -$45.3K | 0.15% | 151 |
|
|
2018
Q4 | $1.08M | Buy |
8,183
+25
| +0.3% | +$3.64K | 0.15% | 150 |
|
|
2018
Q3 | $1.33M | Sell |
8,158
-577
| -7% | -$93.3K | 0.17% | 124 |
|
|
2018
Q2 | $1.36M | Sell |
8,735
-212
| -2% | -$32.4K | 0.18% | 112 |
|
|
2018
Q1 | $1.31M | Buy |
8,947
+3,447
| +63% | +$515K | 0.18% | 109 |
|
|
2017
Q4 | $813K | Buy |
+5,500
| New | +$796K | 0.12% | 153 |
|
Other funds holding VB
Advisornet Financial's VB Position: Q2 2026 in Review
Advisornet Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.9% in Q2 2026, buying an estimated $1.01M and bringing the position to 43,077 shares worth $13.1M. The position accounts for 0.6% of the portfolio, ranked #44.
Advisornet Financial first reported a position in VB in Q4 2017 and has held it in 35 quarters since. The position peaked at $17.8M in Q2 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Advisornet Financial held 43,077 shares of Vanguard Morningstar Small-Cap ETF worth $13.1M as of Q2 2026.
- Advisornet Financial bought 3,531 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.01M.
- Vanguard Morningstar Small-Cap ETF made up 0.6% of Advisornet Financial's portfolio in Q2 2026, its #44 holding.
- Advisornet Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Vanguard Morningstar Small-Cap ETF position peaked at $17.8M in Q2 2023.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.