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Alliance Wealth Advisors (Pennsylvania)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$423K Hold
1,396
– – 0.14% 103
2026
Q1 		$366K Hold
1,396
– – 0.16% 111
2025
Q4 		$360K Hold
1,396
– – 0.16% 107
2025
Q3 		$355K Hold
1,396
– – 0.16% 109
2025
Q2 		$331K Hold
1,396
– – 0.17% 111
2025
Q1 		$310K Hold
1,396
– – 0.18% 106
2024
Q4 		$335K Hold
1,396
– – 0.19% 99
2024
Q3 		$331K Buy
1,396
+2
+0.1% +$454 0.19% 104
2024
Q2 		$304K Sell
1,394
-68
-5% -$14.9K 0.19% 100
2024
Q1 		$334K Sell
1,462
-83
-5% -$17.9K 0.21% 97
2023
Q4 		$330K Sell
1,545
-12,050
-89% -$2.32M 0.22% 91
2023
Q3 		$2.57M Buy
13,595
+525
+4% +$105K 1.86% 10
2023
Q2 		$2.6M Buy
13,070
+300
+2% +$56.7K 1.85% 11
2023
Q1 		$2.42M Sell
12,770
-48
-0.4% -$9.31K 1.82% 11
2022
Q4 		$2.35M Buy
12,818
+435
+4% +$80.6K 1.96% 12
2022
Q3 		$2.12M Buy
12,383
+335
+3% +$63.2K 1.97% 13
2022
Q2 		$2.12M Buy
12,048
+434
+4% +$83.8K 1.83% 15
2022
Q1 		$2.47M Buy
11,614
+2,199
+23% +$463K 2.05% 11
2021
Q4 		$2.13M Buy
9,415
+947
+11% +$215K 1.73% 15
2021
Q3 		$1.85M Buy
8,468
+1,114
+15% +$248K 1.64% 17
2021
Q2 		$1.66M Buy
7,354
+224
+3% +$49.6K 1.49% 19
2021
Q1 		$1.53M Buy
7,130
+3,725
+109% +$785K 1.51% 18
2020
Q4 		$663K Buy
+3,405
New +$601K 0.7% 38

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

Alliance Wealth Advisors (Pennsylvania)'s VB Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,396 shares worth $423K. The position accounts for 0.14% of the portfolio, ranked #103.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q2 2023. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,396 shares of Vanguard Morningstar Small-Cap ETF worth $423K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #103 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Vanguard Morningstar Small-Cap ETF position peaked at $2.6M in Q2 2023.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.