BKM Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

BKM Wealth Management’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	$325K	Buy	1,072 +23	+2%	+$6.59K	0.12%	123
2026 Q1	$275K	Sell	1,049 -14	-1%	-$3.79K	0.1%	130
2025 Q4	$274K	Hold	1,063	–	–	0.1%	132
2025 Q3	$270K	Hold	1,063	–	–	0.1%	136
2025 Q2	$252K	Hold	1,063	–	–	0.1%	141
2025 Q1	$236K	Hold	1,063	–	–	0.1%	142
2024 Q4	$255K	Sell	1,063 -23	-2%	-$5.66K	0.1%	144
2024 Q3	$258K	Hold	1,086	–	–	0.1%	144
2024 Q2	$237K	Sell	1,086 -19	-2%	-$4.17K	0.11%	133
2024 Q1	$253K	Sell	1,105 -457	-29%	-$98.3K	0.11%	144
2023 Q4	$333K	Buy	+1,562	New	+$301K	0.14%	122

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

BKM Wealth Management's VB Position: Q2 2026 in Review

BKM Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,072 shares worth $325K. The position accounts for 0.12% of the portfolio, ranked #123.

BKM Wealth Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $333K in Q4 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

BKM Wealth Management held 1,072 shares of Vanguard Morningstar Small-Cap ETF worth $325K as of Q2 2026.
BKM Wealth Management bought 23 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
Vanguard Morningstar Small-Cap ETF made up 0.12% of BKM Wealth Management's portfolio in Q2 2026, its #123 holding.
BKM Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $333K in Q4 2023.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.