Buck Wealth Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Buck Wealth Strategies’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	$492K	Sell	1,623 -4	-0.2%	-$1.15K	0.05%	126
2026 Q1	$426K	Sell	1,627 -516	-24%	-$140K	0.05%	110
2025 Q4	$553K	Buy	2,143 +285	+15%	+$73K	0.07%	100
2025 Q3	$472K	Buy	1,858 +153	+9%	+$37.9K	0.06%	120
2025 Q2	$404K	Sell	1,705 -623	-27%	-$139K	0.06%	107
2025 Q1	$516K	Sell	2,328 -36,299	-94%	-$8.67M	0.09%	87
2024 Q4	$9.28M	Buy	38,627 +16,922	+78%	+$4.16M	1.93%	24
2024 Q3	$5.15M	Sell	21,705 -1,126	-5%	-$256K	1.62%	37
2024 Q2	$4.98M	Buy	+22,831	New	+$5.01M	1.47%	38
2023 Q4	–	Sell	-73	Closed	-$13.8K	–	321
2023 Q3	$13.8K	Buy	+73	New	+$14.5K	0.01%	184

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

Buck Wealth Strategies's VB Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.25% in Q2 2026, selling an estimated $1.15K and leaving 1,623 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #126.

Buck Wealth Strategies first reported a position in VB in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.28M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Buck Wealth Strategies held 1,623 shares of Vanguard Morningstar Small-Cap ETF worth $492K as of Q2 2026.
Buck Wealth Strategies sold 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Buck Wealth Strategies's portfolio in Q2 2026, its #126 holding.
Buck Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 10 quarters since.
Buck Wealth Strategies's Vanguard Morningstar Small-Cap ETF position peaked at $9.28M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.