Advyzon Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Advyzon Investment 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	$1.04M	Buy	3,423 +178	+5%	+$51K	0.08%	252
2026 Q1	$850K	Buy	3,245 +356	+12%	+$96.3K	0.08%	260
2025 Q4	$745K	Buy	2,889 +230	+9%	+$58.9K	0.09%	237
2025 Q3	$676K	Buy	2,659 +2	+0.1%	+$496	0.12%	177
2025 Q2	$630K	Sell	2,657 -320	-11%	-$71.4K	0.14%	142
2025 Q1	$660K	Sell	2,977 -280	-9%	-$66.9K	0.23%	84
2024 Q4	$783K	Buy	+3,257	New	+$801K	0.3%	64

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

Advyzon Investment Management's VB Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q2 2026, buying an estimated $51K and bringing the position to 3,423 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #252.

Advyzon Investment Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Advyzon Investment Management held 3,423 shares of Vanguard Morningstar Small-Cap ETF worth $1.04M as of Q2 2026.
Advyzon Investment Management bought 178 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $51K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #252 holding.
Advyzon Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.