AmeriFlex Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

AmeriFlex Group’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	$663K	Buy	2,189 +98	+5%	+$28.1K	0.27%	75
2026 Q1	$548K	Buy	2,091 +186	+10%	+$50.3K	0.28%	78
2025 Q4	$491K	Sell	1,905 -1,887	-50%	-$483K	0.26%	88
2025 Q3	$964K	Buy	3,792 +2,756	+266%	+$684K	0.36%	49
2025 Q2	$245K	Sell	1,036 -409	-28%	-$91.2K	0.13%	145
2025 Q1	$320K	Sell	1,445 -40	-3%	-$9.55K	0.13%	160
2024 Q4	$371K	Buy	+1,485	New	+$365K	0.17%	130

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

AmeriFlex Group's VB Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.7% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,189 shares worth $663K. The position accounts for 0.27% of the portfolio, ranked #75.

AmeriFlex Group first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

AmeriFlex Group held 2,189 shares of Vanguard Morningstar Small-Cap ETF worth $663K as of Q2 2026.
AmeriFlex Group bought 98 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $28.1K.
Vanguard Morningstar Small-Cap ETF made up 0.27% of AmeriFlex Group's portfolio in Q2 2026, its #75 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Small-Cap ETF position peaked at $964K in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.