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

Clarity 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 		$17.8M Buy
58,679
+3,576
+6% +$1.02M 3.14% 10
2026
Q1 		$14.4M Buy
55,103
+3,673
+7% +$994K 2.97% 11
2025
Q4 		$13.3M Buy
51,430
+2,125
+4% +$544K 2.71% 10
2025
Q3 		$12.5M Buy
49,305
+1,376
+3% +$341K 2.76% 10
2025
Q2 		$11.4M Buy
47,929
+716
+2% +$160K 2.8% 10
2025
Q1 		$10.5M Buy
47,213
+583
+1% +$139K 2.9% 10
2024
Q4 		$11.2M Buy
46,630
+2,101
+5% +$517K 3.05% 9
2024
Q3 		$10.6M Buy
44,529
+1,977
+5% +$449K 3.07% 9
2024
Q2 		$9.28M Sell
42,552
-721
-2% -$158K 3% 11
2024
Q1 		$9.89M Buy
43,273
+1,074
+3% +$231K 3.34% 8
2023
Q4 		$9M Buy
42,199
+1,251
+3% +$241K 3.4% 8
2023
Q3 		$7.74M Buy
40,948
+740
+2% +$147K 3.51% 8
2023
Q2 		$8M Buy
40,208
+441
+1% +$83.3K 3.59% 8
2023
Q1 		$7.54M Buy
39,767
+716
+2% +$139K 3.84% 8
2022
Q4 		$7.17M Sell
39,051
-518
-1% -$96K 4.13% 8
2022
Q3 		$6.76M Buy
39,569
+770
+2% +$145K 4.07% 8
2022
Q2 		$6.83M Buy
38,799
+665
+2% +$128K 3.91% 8
2022
Q1 		$8.1M Buy
38,134
+1,889
+5% +$398K 3.85% 9
2021
Q4 		$8.19M Buy
36,245
+1,166
+3% +$265K 3.81% 9
2021
Q3 		$7.67M Buy
35,079
+2,400
+7% +$534K 3.78% 10
2021
Q2 		$7.36M Buy
32,679
+1,913
+6% +$424K 3.82% 10
2021
Q1 		$6.59M Buy
30,766
+3,006
+11% +$633K 3.75% 9
2020
Q4 		$5.4M Buy
27,760
+2,721
+11% +$480K 3.28% 10
2020
Q3 		$3.85M Buy
25,039
+6,336
+34% +$973K 2.76% 11
2020
Q2 		$2.73M Buy
+18,703
New +$2.51M 2.15% 17

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

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

Clarity Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.5% in Q2 2026, buying an estimated $1.02M and bringing the position to 58,679 shares worth $17.8M. The position accounts for 3.14% of the portfolio, ranked #10.

Clarity Wealth Advisors first reported a position in VB in Q2 2020 and has held it in 25 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Clarity Wealth Advisors held 58,679 shares of Vanguard Morningstar Small-Cap ETF worth $17.8M as of Q2 2026.
  • Clarity Wealth Advisors bought 3,576 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.02M.
  • Vanguard Morningstar Small-Cap ETF made up 3.14% of Clarity Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.