American Financial & Tax Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

American Financial & Tax Strategies’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	$544K	Hold	1,796	–	–	0.25%	71
2026 Q1	$470K	Hold	1,796	–	–	0.23%	74
2025 Q4	$463K	Sell	1,796 -47	-3%	-$12K	0.23%	73
2025 Q3	$469K	Sell	1,843 -17	-0.9%	-$4.22K	0.23%	70
2025 Q2	$441K	Sell	1,860 -160	-8%	-$35.7K	0.23%	72
2025 Q1	$448K	Sell	2,020 -29	-1%	-$6.93K	0.24%	69
2024 Q4	$492K	Sell	2,049 -7	-0.3%	-$1.72K	0.26%	67
2024 Q3	$488K	Sell	2,056 -98	-5%	-$22.3K	0.25%	69
2024 Q2	$470K	Buy	2,154 +15	+0.7%	+$3.29K	0.25%	70
2024 Q1	$489K	Sell	2,139 -89	-4%	-$19.1K	0.26%	69
2023 Q4	$475K	Buy	+2,228	New	+$429K	0.27%	68

Other funds holding VB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

American Financial & Tax Strategies's VB Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,796 shares worth $544K. The position accounts for 0.25% of the portfolio, ranked #71.

American Financial & Tax Strategies first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,816 funds tracked by Wall St. Rank hold VB as of Q2 2026.

American Financial & Tax Strategies held 1,796 shares of Vanguard Morningstar Small-Cap ETF worth $544K as of Q2 2026.
American Financial & Tax Strategies left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.25% of American Financial & Tax Strategies's portfolio in Q2 2026, its #71 holding.
American Financial & Tax Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,816 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.