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BCS Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

BCS Wealth Management’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 		$2.57M Buy
8,492
+237
+3% +$67.9K 0.46% 49
2026
Q1 		$2.16M Sell
8,255
-7,979
-49% -$2.16M 0.44% 52
2025
Q4 		$4.19M Buy
16,234
+8,075
+99% +$2.07M 0.42% 53
2025
Q3 		$2.07M Sell
8,159
-119
-1% -$29.5K 0.47% 50
2025
Q2 		$1.96M Sell
8,278
-227
-3% -$50.6K 0.42% 56
2025
Q1 		$1.89M Sell
8,505
-123
-1% -$29.4K 0.49% 51
2024
Q4 		$2.07M Buy
+8,628
New +$2.12M 0.52% 51
2024
Q2 		– Sell
-7,368
Closed -$1.68M – 221
2024
Q1 		$1.68M Sell
7,368
-318
-4% -$68.4K 0.54% 51
2023
Q4 		$1.64M Buy
7,686
+452
+6% +$87.1K 0.6% 44
2023
Q3 		$1.37M Buy
+7,234
New +$1.44M 0.57% 49
2023
Q2 		– Sell
-6,578
Closed -$1.25M – 165
2023
Q1 		$1.25M Buy
6,578
+1,565
+31% +$304K 0.56% 46
2022
Q4 		$920K Buy
5,013
+1,334
+36% +$247K 0.39% 69
2022
Q3 		$629K Buy
+3,679
New +$695K 0.3% 87
2022
Q2 		– Sell
-2,185
Closed -$464K – 192
2022
Q1 		$464K Buy
2,185
+864
+65% +$182K 0.19% 109
2021
Q4 		$298K Buy
+1,321
New +$300K 0.11% 160

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BCS Wealth Management's VB Position: Q2 2026 in Review

BCS Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.9% in Q2 2026, buying an estimated $67.9K and bringing the position to 8,492 shares worth $2.57M. The position accounts for 0.46% of the portfolio, ranked #49.

BCS Wealth Management first reported a position in VB in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.19M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • BCS Wealth Management held 8,492 shares of Vanguard Morningstar Small-Cap ETF worth $2.57M as of Q2 2026.
  • BCS Wealth Management bought 237 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $67.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.46% of BCS Wealth Management's portfolio in Q2 2026, its #49 holding.
  • BCS Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • BCS Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $4.19M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.