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Bernardo Wealth Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bernardo Wealth Planning’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 		$6.2M Buy
20,452
+422
+2% +$121K 1.06% 22
2026
Q1 		$5.25M Buy
20,030
+482
+2% +$130K 1.03% 20
2025
Q4 		$5.04M Sell
19,548
-379
-2% -$97.1K 0.96% 23
2025
Q3 		$5.07M Sell
19,927
-6
-0% -$1.49K 0.99% 23
2025
Q2 		$4.72M Buy
19,933
+220
+1% +$49.1K 1.03% 24
2025
Q1 		$4.37M Buy
19,713
+158
+0.8% +$37.7K 1.05% 24
2024
Q4 		$4.66M Sell
19,555
-6,006
-23% -$1.48M 1.11% 24
2024
Q3 		$6.19M Buy
25,561
+905
+4% +$206K 1.5% 19
2024
Q2 		$5.38M Buy
24,656
+751
+3% +$165K 1.45% 20
2024
Q1 		$5.46M Buy
23,905
+4,747
+25% +$1.02M 1.52% 18
2023
Q4 		$4.09M Buy
+19,158
New +$3.69M 1.29% 21
2020
Q2 		– Sell
-2,373
Closed -$274K – 150
2020
Q1 		$274K Sell
2,373
-1,136
-32% -$171K 0.19% 113
2019
Q4 		$581K Buy
3,509
+2
+0.1% +$319 0.35% 64
2019
Q3 		$539K Buy
3,507
+389
+12% +$60.3K 0.39% 57
2019
Q2 		$488K Hold
3,118
– – 0.38% 65
2019
Q1 		$476K Buy
3,118
+17
+0.5% +$2.53K 0.38% 67
2018
Q4 		$409K Buy
+3,101
New +$451K 0.36% 70

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

Bernardo Wealth Planning's VB Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.1% in Q2 2026, buying an estimated $121K and bringing the position to 20,452 shares worth $6.2M. The position accounts for 1.06% of the portfolio, ranked #22.

Bernardo Wealth Planning first reported a position in VB in Q4 2018 and has held it in 17 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bernardo Wealth Planning held 20,452 shares of Vanguard Morningstar Small-Cap ETF worth $6.2M as of Q2 2026.
  • Bernardo Wealth Planning bought 422 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Morningstar Small-Cap ETF made up 1.06% of Bernardo Wealth Planning's portfolio in Q2 2026, its #22 holding.
  • Bernardo Wealth Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 17 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.