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

Benchmark Financial Wealth 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	$735K	Buy	2,423 +274	+13%	+$78.5K	0.18%	64
2026 Q1	$563K	Sell	2,149 -1	-0%	-$271	0.16%	73
2025 Q4	$555K	Buy	2,150 +62	+3%	+$15.9K	0.16%	66
2025 Q3	$531K	Buy	2,088 +55	+3%	+$13.6K	0.16%	65
2025 Q2	$482K	Sell	2,033 -149	-7%	-$33.2K	0.16%	65
2025 Q1	$484K	Buy	2,182 +727	+50%	+$174K	0.18%	60
2024 Q4	$350K	Buy	1,455 +543	+60%	+$134K	0.11%	71
2024 Q3	$216K	Buy	+912	New	+$207K	0.07%	92

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Benchmark Financial Wealth Advisors's VB Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $78.5K and bringing the position to 2,423 shares worth $735K. The position accounts for 0.18% of the portfolio, ranked #64.

Benchmark Financial Wealth Advisors first reported a position in VB in Q3 2024 and has held it in 8 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Benchmark Financial Wealth Advisors held 2,423 shares of Vanguard Morningstar Small-Cap ETF worth $735K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 274 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $78.5K.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Benchmark Financial Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.