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Bedel Financial Consulting’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bedel Financial Consulting’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 		$1.38M Buy
4,557
+294
+7% +$84.3K 0.13% 91
2026
Q1 		$1.12M Buy
4,263
+8
+0.2% +$2.17K 0.13% 94
2025
Q4 		$1.1M Buy
4,255
+240
+6% +$61.5K 0.12% 96
2025
Q3 		$1.02M Buy
4,015
+82
+2% +$20.3K 0.13% 97
2025
Q2 		$932K Sell
3,933
-747
-16% -$167K 0.13% 96
2025
Q1 		$1.03M Buy
4,680
+1,326
+40% +$317K 0.15% 87
2024
Q4 		$841K Buy
3,354
+646
+24% +$159K 0.12% 99
2024
Q3 		$642K Buy
2,708
+136
+5% +$30.9K 0.09% 123
2024
Q2 		$561K Buy
2,572
+115
+5% +$25.3K 0.08% 125
2024
Q1 		$562K Buy
2,457
+204
+9% +$43.9K 0.09% 125
2023
Q4 		$481K Buy
2,253
+80
+4% +$15.4K 0.09% 130
2023
Q3 		$411K Buy
2,173
+101
+5% +$20.1K 0.08% 139
2023
Q2 		$412K Buy
2,072
+55
+3% +$10.4K 0.09% 137
2023
Q1 		$382K Sell
2,017
-145
-7% -$28.1K 0.09% 138
2022
Q4 		$397K Buy
2,162
+73
+3% +$13.5K 0.1% 135
2022
Q3 		$387K Sell
2,089
-2,247
-52% -$424K 0.1% 131
2022
Q2 		$764K Buy
4,336
+1,175
+37% +$227K 0.22% 61
2022
Q1 		$672K Buy
3,161
+8
+0.3% +$1.68K 0.21% 64
2021
Q4 		$713K Buy
3,153
+14
+0.4% +$3.18K 0.22% 63
2021
Q3 		$686K Buy
3,139
+8
+0.3% +$1.78K 0.24% 62
2021
Q2 		$705K Buy
3,131
+8
+0.3% +$1.77K 0.25% 60
2021
Q1 		$669K Buy
3,123
+2,389
+325% +$503K 0.26% 59
2020
Q4 		$143K Buy
734
+5
+0.7% +$882 0.06% 182
2020
Q3 		$112K Buy
729
+2
+0.3% +$307 0.06% 197
2020
Q2 		$106K Sell
727
-19
-3% -$2.55K 0.06% 190
2020
Q1 		$86K Buy
746
+21
+3% +$3.16K 0.06% 201
2019
Q4 		$120K Buy
725
+59
+9% +$9.4K 0.07% 187
2019
Q3 		$103K Buy
666
+3
+0.5% +$465 0.06% 199
2019
Q2 		$104K Buy
663
+2
+0.3% +$309 0.06% 194
2019
Q1 		$101K Hold
661
– – 0.06% 192
2018
Q4 		$87K Sell
661
-515
-44% -$75K 0.06% 191
2018
Q3 		$180K Buy
1,176
+2
+0.2% +$324 0.12% 145
2018
Q2 		$183K Sell
1,174
-113
-9% -$17.3K 0.13% 145
2018
Q1 		$189K Buy
+1,287
New +$192K 0.14% 139

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bedel Financial Consulting's VB Position: Q2 2026 in Review

Bedel Financial Consulting increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.9% in Q2 2026, buying an estimated $84.3K and bringing the position to 4,557 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #91.

Bedel Financial Consulting first reported a position in VB in Q1 2018 and has held it in 34 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bedel Financial Consulting held 4,557 shares of Vanguard Morningstar Small-Cap ETF worth $1.38M as of Q2 2026.
  • Bedel Financial Consulting bought 294 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $84.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Bedel Financial Consulting's portfolio in Q2 2026, its #91 holding.
  • Bedel Financial Consulting first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.