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Beaumont Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Beaumont Financial Advisors’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 Sell
8,470
-187
-2% -$53.6K 0.16% 90
2026
Q1 		$2.27M Buy
8,657
+338
+4% +$91.5K 0.16% 91
2025
Q4 		$2.15M Buy
8,319
+2,100
+34% +$538K 0.14% 95
2025
Q3 		$1.58M Buy
6,219
+117
+2% +$29K 0.11% 117
2025
Q2 		$1.45M Buy
6,102
+3,105
+104% +$693K 0.1% 117
2025
Q1 		$665K Sell
2,997
-1,300
-30% -$310K 0.05% 191
2024
Q4 		$1.03M Buy
4,297
+262
+6% +$64.5K 0.08% 146
2024
Q3 		$957K Hold
4,035
– – 0.07% 150
2024
Q2 		$880K Hold
4,035
– – 0.07% 157
2024
Q1 		$922K Buy
4,035
+1,670
+71% +$359K 0.08% 151
2023
Q4 		$505K Buy
2,365
+19
+0.8% +$3.66K 0.05% 195
2023
Q3 		$444K Sell
2,346
-4
-0.2% -$797 0.04% 192
2023
Q2 		$467K Sell
2,350
-25
-1% -$4.72K 0.04% 198
2023
Q1 		$450K Sell
2,375
-363
-13% -$70.4K 0.05% 181
2022
Q4 		$503K Buy
+2,738
New +$507K 0.05% 175
2022
Q2 		– Sell
-1,149
Closed -$244K – 367
2022
Q1 		$244K Sell
1,149
-21
-2% -$4.42K 0.02% 318
2021
Q4 		$265K Sell
1,170
-916
-44% -$208K 0.02% 294
2021
Q3 		$456K Sell
2,086
-500
-19% -$111K 0.04% 216
2021
Q2 		$583K Buy
2,586
+524
+25% +$116K 0.04% 193
2021
Q1 		$441K Buy
2,062
+415
+25% +$87.4K 0.04% 213
2020
Q4 		$321K Buy
+1,647
New +$291K 0.03% 253

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

Beaumont Financial Advisors's VB Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, selling an estimated $53.6K and leaving 8,470 shares worth $2.57M. The position accounts for 0.16% of the portfolio, ranked #90.

Beaumont Financial Advisors first reported a position in VB in Q4 2020 and has held it in 21 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Beaumont Financial Advisors held 8,470 shares of Vanguard Morningstar Small-Cap ETF worth $2.57M as of Q2 2026.
  • Beaumont Financial Advisors sold 187 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $53.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of Beaumont Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.