Causey Wealth LLC’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Causey Wealth LLC’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	$3.9M	Sell	12,851 -131	-1%	-$37.5K	1.52%	22
2026 Q1	$3.4M	Sell	12,982 -4,247	-25%	-$1.15M	1.44%	24
2025 Q4	$4.44M	Sell	17,229 -637	-4%	-$163K	2.02%	22
2025 Q3	$4.54M	Sell	17,866 -2,230	-11%	-$553K	2.22%	21
2025 Q2	$4.76M	Sell	20,096 -3,902	-16%	-$871K	2.45%	17
2025 Q1	$5.32M	Sell	23,998 -4,621	-16%	-$1.1M	2.98%	13
2024 Q4	$6.88M	Buy	+28,619	New	+$7.04M	4.01%	6

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

Causey Wealth LLC's VB Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q2 2026, selling an estimated $37.5K and leaving 12,851 shares worth $3.9M. The position accounts for 1.52% of the portfolio, ranked #22.

Causey Wealth LLC first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.88M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Causey Wealth LLC held 12,851 shares of Vanguard Morningstar Small-Cap ETF worth $3.9M as of Q2 2026.
Causey Wealth LLC sold 131 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $37.5K.
Vanguard Morningstar Small-Cap ETF made up 1.52% of Causey Wealth LLC's portfolio in Q2 2026, its #22 holding.
Causey Wealth LLC first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard Morningstar Small-Cap ETF position peaked at $6.88M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.