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

Beaird Harris 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 		$2.43M Buy
8,032
+10
+0.1% +$2.87K 0.15% 52
2026
Q1 		$2.1M Sell
8,022
-180
-2% -$48.7K 0.14% 53
2025
Q4 		$2.12M Buy
8,202
+39
+0.5% +$9.99K 0.15% 54
2025
Q3 		$2.08M Buy
8,163
+204
+3% +$50.6K 0.15% 53
2025
Q2 		$1.89M Sell
7,959
-152
-2% -$33.9K 0.15% 57
2025
Q1 		$1.8M Sell
8,111
-6
-0.1% -$1.43K 0.15% 54
2024
Q4 		$1.95M Sell
8,117
-62
-0.8% -$15.3K 0.17% 51
2024
Q3 		$1.94M Hold
8,179
– – 0.17% 50
2024
Q2 		$1.78M Sell
8,179
-500
-6% -$110K 0.17% 51
2024
Q1 		$1.98M Sell
8,679
-222
-2% -$47.8K 0.19% 45
2023
Q4 		$1.9M Buy
8,901
+87
+1% +$16.8K 0.2% 45
2023
Q3 		$1.67M Sell
8,814
-36
-0.4% -$7.17K 0.2% 41
2023
Q2 		$1.76M Sell
8,850
-117
-1% -$22.1K 0.21% 40
2023
Q1 		$1.7M Sell
8,967
-60
-0.7% -$11.6K 0.31% 35
2022
Q4 		$1.66M Sell
9,027
-622
-6% -$115K 0.31% 34
2022
Q3 		$1.65M Sell
9,649
-793
-8% -$150K 0.36% 33
2022
Q2 		$1.84M Buy
10,442
+531
+5% +$103K 0.51% 23
2022
Q1 		$2.11M Sell
9,911
-1,032
-9% -$217K 0.76% 22
2021
Q4 		$2.47M Buy
+10,943
New +$2.49M 0.9% 17

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

Beaird Harris Wealth Management's VB Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.12% in Q2 2026, buying an estimated $2.87K and bringing the position to 8,032 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #52.

Beaird Harris Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Beaird Harris Wealth Management held 8,032 shares of Vanguard Morningstar Small-Cap ETF worth $2.43M as of Q2 2026.
  • Beaird Harris Wealth Management bought 10 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.47M in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.