AF Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

AF Advisors’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	$223K	Buy	+737	New	+$211K	0.11%	28
2026 Q1	–	Sell	-936	Closed	-$242K	–	30
2025 Q4	$242K	Hold	936	–	–	0.09%	23
2025 Q3	$238K	Hold	936	–	–	0.1%	23
2025 Q2	$222K	Hold	936	–	–	0.08%	24
2025 Q1	$208K	Hold	936	–	–	0.04%	21
2024 Q4	$225K	Hold	936	–	–	0.03%	19
2024 Q3	$222K	Buy	936 +1	+0.1%	+$227	0.03%	19
2024 Q2	$204K	Hold	935	–	–	0.04%	20
2024 Q1	$214K	Buy	+935	New	+$201K	0.05%	18

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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 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

AF Advisors's VB Position: Q2 2026 in Review

AF Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 737 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #28 among its holdings. This is a return to the name: AF Advisors previously reported a position in VB as recently as Q4 2025.

AF Advisors first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $242K in Q4 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

AF Advisors held 737 shares of Vanguard Morningstar Small-Cap ETF worth $223K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new AF Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.11% of AF Advisors's portfolio in Q2 2026, its #28 holding.
AF Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
AF Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $242K in Q4 2025.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.