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Clarity Retirement & Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Clarity Retirement & Wealth’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
Q1 		– Sell
-1,499
Closed -$387K – 35
2025
Q4 		$387K Buy
+1,499
New +$384K 0.34% 21

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Clarity Retirement & Wealth's VB Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,499 shares — an estimated $387K sold.

Clarity Retirement & Wealth first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $387K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Clarity Retirement & Wealth reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Retirement & Wealth sold 1,499 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $387K.
  • Clarity Retirement & Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Clarity Retirement & Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $387K in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.