AG
VB icon

Advocate Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Advocate Group’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 		$2.23M Sell
7,364
-738
-9% -$212K 0.34% 77
2026
Q1 		$2.12M Buy
8,102
+601
+8% +$163K 0.33% 73
2025
Q4 		$1.93M Buy
7,501
+93
+1% +$23.8K 0.31% 73
2025
Q3 		$1.88M Buy
7,408
+2,099
+40% +$521K 0.31% 71
2025
Q2 		$1.26M Buy
5,309
+217
+4% +$48.4K 0.22% 79
2025
Q1 		$1.13M Buy
5,092
+255
+5% +$60.9K 0.21% 77
2024
Q4 		$1.16M Buy
4,837
+285
+6% +$70.1K 0.22% 78
2024
Q3 		$1.08M Buy
4,552
+276
+6% +$62.7K 0.2% 78
2024
Q2 		$932K Buy
4,276
+213
+5% +$46.8K 0.19% 81
2024
Q1 		$929K Buy
4,063
+274
+7% +$58.9K 0.18% 81
2023
Q4 		$808K Buy
3,789
+130
+4% +$25K 0.17% 84
2023
Q3 		$692K Buy
3,659
+861
+31% +$172K 0.16% 87
2023
Q2 		$556K Sell
2,798
-32
-1% -$6.05K 0.12% 92
2023
Q1 		$536K Buy
2,830
+11
+0.4% +$2.13K 0.12% 91
2022
Q4 		$517K Buy
2,819
+279
+11% +$51.7K 0.11% 90
2022
Q3 		$434K Buy
2,540
+82
+3% +$15.5K 0.11% 86
2022
Q2 		$433K Buy
+2,458
New +$475K 0.1% 89

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advocate Group's VB Position: Q2 2026 in Review

Advocate Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.1% in Q2 2026, selling an estimated $212K and leaving 7,364 shares worth $2.23M. The position accounts for 0.34% of the portfolio, ranked #77.

Advocate Group first reported a position in VB in Q2 2022 and has held it in 17 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Advocate Group held 7,364 shares of Vanguard Morningstar Small-Cap ETF worth $2.23M as of Q2 2026.
  • Advocate Group sold 738 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $212K.
  • Vanguard Morningstar Small-Cap ETF made up 0.34% of Advocate Group's portfolio in Q2 2026, its #77 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.