BWA
VB icon

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

BlueSky 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 		$11.8M Sell
39,084
-1,069
-3% -$306K 1.37% 21
2026
Q1 		$10.5M Buy
40,153
+623
+2% +$169K 1.35% 23
2025
Q4 		$10.2M Sell
39,530
-275
-0.7% -$70.5K 1.34% 18
2025
Q3 		$10.1M Sell
39,805
-1,598
-4% -$396K 1.36% 19
2025
Q2 		$9.81M Buy
41,403
+3,323
+9% +$741K 1.43% 18
2025
Q1 		$8.44M Buy
38,080
+441
+1% +$105K 1.31% 19
2024
Q4 		$9.04M Sell
37,639
-853
-2% -$210K 1.41% 18
2024
Q3 		$9.13M Sell
38,492
-337
-0.9% -$76.6K 1.42% 19
2024
Q2 		$8.47M Buy
+38,829
New +$8.53M 1.42% 19
2024
Q1 		– Sell
-39,597
Closed -$8.45M – 56
2023
Q4 		$8.45M Buy
39,597
+6,480
+20% +$1.25M 1.57% 19
2023
Q3 		$6.26M Sell
33,117
-759
-2% -$151K 1.28% 18
2023
Q2 		$6.74M Sell
33,876
-1,408
-4% -$266K 1.35% 18
2023
Q1 		$6.69M Sell
35,284
-739
-2% -$143K 1.38% 18
2022
Q4 		$6.61M Sell
36,023
-2,851
-7% -$528K 1.46% 18
2022
Q3 		$6.64M Buy
38,874
+6,744
+21% +$1.27M 1.54% 17
2022
Q2 		$5.66M Sell
32,130
-3,511
-10% -$678K 1.26% 20
2022
Q1 		$7.57M Buy
35,641
+3,991
+13% +$840K 1.47% 15
2021
Q4 		$7.15M Sell
31,650
-4,633
-13% -$1.05M 1.33% 15
2021
Q3 		$7.93M Buy
36,283
+301
+0.8% +$66.9K 1.55% 13
2021
Q2 		$8.08M Sell
35,982
-628
-2% -$139K 1.58% 13
2021
Q1 		$7.99M Sell
36,610
-937
-2% -$197K 1.8% 13
2020
Q4 		$7.31M Sell
37,547
-1,174
-3% -$207K 1.77% 13
2020
Q3 		$6.42M Sell
38,721
-1,408
-4% -$216K 1.67% 13
2020
Q2 		$5.85M Buy
40,129
+10,194
+34% +$1.37M 1.67% 13
2020
Q1 		$3.46M Buy
29,935
+13,310
+80% +$2M 1.27% 17
2019
Q4 		$2.76M Buy
16,625
+210
+1% +$33.5K 0.9% 26
2019
Q3 		$2.46M Buy
16,415
+3,181
+24% +$493K 0.85% 27
2019
Q2 		$2.07M Sell
13,234
-4,188
-24% -$647K 0.74% 29
2019
Q1 		$2.7M Sell
17,422
-76
-0.4% -$11.3K 0.98% 25
2018
Q4 		$2.5M Buy
17,498
+10,921
+166% +$1.59M 0.98% 27
2018
Q3 		$1.03M Sell
6,577
-398
-6% -$64.4K 0.39% 32
2018
Q2 		$1.09M Sell
6,975
-23
-0.3% -$3.52K 0.42% 31
2018
Q1 		$1.03M Hold
6,998
– – 0.39% 31
2017
Q4 		$1.03M Sell
6,998
-159
-2% -$23K 0.43% 29
2017
Q3 		$1.01M Hold
7,157
– – 0.44% 30
2017
Q2 		$970K Buy
7,157
+251
+4% +$33.6K 0.45% 29
2017
Q1 		$920K Sell
6,906
-262
-4% -$34.7K 0.44% 30
2016
Q4 		$924K Buy
+7,168
New +$890K 0.45% 32

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

BlueSky Wealth Advisors's VB Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, selling an estimated $306K and leaving 39,084 shares worth $11.8M. The position accounts for 1.37% of the portfolio, ranked #21.

BlueSky Wealth Advisors first reported a position in VB in Q4 2016 and has held it in 38 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • BlueSky Wealth Advisors held 39,084 shares of Vanguard Morningstar Small-Cap ETF worth $11.8M as of Q2 2026.
  • BlueSky Wealth Advisors sold 1,069 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $306K.
  • Vanguard Morningstar Small-Cap ETF made up 1.37% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • BlueSky Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.