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

Alpha Financial 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	$354K	Hold	1,168	–	–	0.09%	64
2026 Q1	$306K	Hold	1,168	–	–	0.09%	47
2025 Q4	$301K	Buy	1,168 +1	+0.1%	+$256	0.09%	48
2025 Q3	$297K	Buy	1,167 +1	+0.1%	+$248	0.1%	49
2025 Q2	$276K	Buy	+1,166	New	+$260K	0.11%	50
2025 Q1	–	Sell	-845	Closed	-$203K	–	52
2024 Q4	$203K	Hold	845	–	–	0.09%	48
2024 Q3	$200K	Buy	+845	New	+$192K	0.09%	48
2024 Q2	–	Sell	-1,963	Closed	-$449K	–	45
2024 Q1	$449K	Buy	1,963 +779	+66%	+$168K	0.21%	25
2023 Q4	$253K	Sell	1,184 -175	-13%	-$33.7K	0.13%	37
2023 Q3	$257K	Buy	1,359 +175	+15%	+$34.9K	0.16%	33
2023 Q2	$235K	Hold	1,184	–	–	0.15%	37
2023 Q1	$224K	Sell	1,184 -711	-38%	-$138K	0.16%	37
2022 Q4	$348K	Buy	+1,895	New	+$351K	0.3%	25

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

Alpha Financial Advisors's VB Position: Q2 2026 in Review

Alpha Financial Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,168 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #64.

Alpha Financial Advisors first reported a position in VB in Q4 2022 and has held it in 13 quarters since. The position peaked at $449K in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Alpha Financial Advisors held 1,168 shares of Vanguard Morningstar Small-Cap ETF worth $354K as of Q2 2026.
Alpha Financial Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Alpha Financial Advisors's portfolio in Q2 2026, its #64 holding.
Alpha Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Alpha Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $449K in Q1 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.