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Ausdal Financial Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ausdal Financial Partners’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
Q1 		$5.66M Buy
21,598
+494
+2% +$134K 0.25% 99
2025
Q4 		$5.44M Sell
21,104
-993
-4% -$254K 0.25% 94
2025
Q3 		$5.62M Buy
22,097
+2,149
+11% +$533K 0.27% 80
2025
Q2 		$4.73M Sell
19,948
-815
-4% -$182K 0.32% 74
2025
Q1 		$4.6M Buy
20,763
+3,535
+21% +$844K 0.35% 61
2024
Q4 		$4.14M Sell
17,228
-88
-0.5% -$21.7K 0.36% 64
2024
Q3 		$4.11M Buy
17,316
+156
+0.9% +$35.4K 0.43% 45
2024
Q2 		$3.74M Buy
17,160
+2,837
+20% +$623K 0.4% 54
2024
Q1 		$3.27M Buy
14,323
+465
+3% +$100K 0.38% 65
2023
Q4 		$2.96M Buy
13,858
+237
+2% +$45.7K 0.37% 63
2023
Q3 		$2.58M Buy
13,621
+41
+0.3% +$8.17K 0.35% 70
2023
Q2 		$2.7M Sell
13,580
-353
-3% -$66.7K 0.37% 66
2023
Q1 		$2.64M Buy
13,933
+1,327
+11% +$257K 0.36% 64
2022
Q4 		$2.31M Sell
12,606
-5,515
-30% -$1.02M 0.34% 72
2022
Q3 		$3.1M Sell
18,121
-5,358
-23% -$1.01M 0.49% 47
2022
Q2 		$4.13M Sell
23,479
-3,320
-12% -$641K 0.62% 34
2022
Q1 		$5.7M Buy
26,799
+10,278
+62% +$2.16M 0.77% 21
2021
Q4 		$3.73M Sell
16,521
-1,386
-8% -$315K 0.5% 48
2021
Q3 		$3.92M Sell
17,907
-3,696
-17% -$822K 0.58% 34
2021
Q2 		$4.87M Buy
21,603
+1,500
+7% +$332K 0.74% 25
2021
Q1 		$4.3M Buy
20,103
+6,153
+44% +$1.3M 0.73% 27
2020
Q4 		$2.72M Buy
13,950
+6,781
+95% +$1.2M 0.53% 52
2020
Q3 		$1.1M Buy
7,169
+901
+14% +$138K 0.27% 109
2020
Q2 		$913K Sell
6,268
-286
-4% -$38.4K 0.3% 95
2020
Q1 		$807K Buy
6,554
+1,205
+23% +$181K 0.29% 93
2019
Q4 		$885K Sell
5,349
-1,289
-19% -$205K 0.26% 106
2019
Q3 		$1.02M Sell
6,638
-69
-1% -$10.7K 0.36% 83
2019
Q2 		$1.07M Buy
6,707
+222
+3% +$34.3K 0.41% 67
2019
Q1 		$991K Sell
6,485
-1,656
-20% -$246K 0.4% 63
2018
Q4 		$1.07M Sell
8,141
-12,420
-60% -$1.81M 0.52% 47
2018
Q3 		$3.34M Buy
20,561
+11,793
+135% +$1.91M 0.94% 13
2018
Q2 		$1.36M Sell
8,768
-647
-7% -$99K 0.42% 60
2018
Q1 		$1.38M Buy
9,415
+1,850
+24% +$276K 0.48% 49
2017
Q4 		$1.12M Buy
7,565
+659
+10% +$95.3K 0.4% 68
2017
Q3 		$976K Sell
6,906
-21,248
-75% -$2.9M 0.39% 70
2017
Q2 		$3.82M Sell
28,154
-32,039
-53% -$4.29M 1.63% 5
2017
Q1 		$8.02M Buy
60,193
+32,038
+114% +$4.24M 3.61% 2
2016
Q4 		$3.63M Buy
28,155
+7,361
+35% +$914K 1.7% 10
2016
Q3 		$2.54M Buy
20,794
+4,162
+25% +$503K 1.28% 16
2016
Q2 		$1.92M Buy
16,632
+10,210
+159% +$1.16M 0.99% 20
2016
Q1 		$716K Buy
6,422
+902
+16% +$93.4K 0.41% 72
2015
Q4 		$611K Buy
+5,520
New +$626K 0.31% 76

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ausdal Financial Partners's VB Position: Q1 2026 in Review

Ausdal Financial Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q1 2026, buying an estimated $134K and bringing the position to 21,598 shares worth $5.66M. The position accounts for 0.25% of the portfolio, ranked #99.

Ausdal Financial Partners first reported a position in VB in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.02M in Q1 2017. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Ausdal Financial Partners held 21,598 shares of Vanguard Morningstar Small-Cap ETF worth $5.66M as of Q1 2026.
  • Ausdal Financial Partners bought 494 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $134K.
  • Vanguard Morningstar Small-Cap ETF made up 0.25% of Ausdal Financial Partners's portfolio in Q1 2026, its #99 holding.
  • Ausdal Financial Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's Vanguard Morningstar Small-Cap ETF position peaked at $8.02M in Q1 2017.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.