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Bell Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bell Investment 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 		$1.8M Sell
5,950
-91
-2% -$26.1K 0.26% 46
2026
Q1 		$1.58M Sell
6,041
-321
-5% -$86.9K 0.25% 50
2025
Q4 		$1.64M Buy
6,362
+3
+0% +$769 0.26% 46
2025
Q3 		$1.62M Sell
6,359
-196
-3% -$48.6K 0.26% 43
2025
Q2 		$1.55M Buy
6,555
+723
+12% +$161K 0.27% 43
2025
Q1 		$1.29M Sell
5,832
-360
-6% -$86K 0.24% 44
2024
Q4 		$1.49M Buy
6,192
+232
+4% +$57.1K 0.28% 40
2024
Q3 		$1.41M Sell
5,960
-4
-0.1% -$909 0.26% 44
2024
Q2 		$1.3M Sell
5,964
-180
-3% -$39.5K 0.26% 43
2024
Q1 		$1.4M Sell
6,144
-87
-1% -$18.7K 0.27% 41
2023
Q4 		$1.33M Buy
6,231
+490
+9% +$94.4K 0.27% 43
2023
Q3 		$1.09M Buy
5,741
+8
+0.1% +$1.59K 0.24% 44
2023
Q2 		$1.14M Sell
5,733
-160
-3% -$30.2K 0.25% 40
2023
Q1 		$1.12M Sell
5,893
-13
-0.2% -$2.52K 0.26% 40
2022
Q4 		$1.08M Buy
5,906
+131
+2% +$24.3K 0.27% 38
2022
Q3 		$987K Buy
5,775
+1,194
+26% +$225K 0.31% 37
2022
Q2 		$807K Buy
+4,581
New +$885K 0.25% 41
2021
Q4 		$1.35M Buy
5,956
+1,260
+27% +$286K 0.37% 35
2021
Q3 		$1.03M Buy
+4,696
New +$1.04M 0.3% 38

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

Bell Investment Advisors's VB Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $26.1K and leaving 5,950 shares worth $1.8M. The position accounts for 0.26% of the portfolio, ranked #46.

Bell Investment Advisors first reported a position in VB in Q3 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bell Investment Advisors held 5,950 shares of Vanguard Morningstar Small-Cap ETF worth $1.8M as of Q2 2026.
  • Bell Investment Advisors sold 91 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.26% of Bell Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Bell Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.