Diversify Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Diversify Advisory Services’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	$16.3M	Buy	+54,872	New	+$15.7M	0.27%	75
2026 Q1	–	Sell	-5,963	Closed	-$1.64M	–	822
2025 Q4	$1.64M	Buy	5,963 +2,875	+93%	+$737K	0.05%	257
2025 Q3	$786K	Buy	3,088 +401	+15%	+$99.5K	0.03%	428
2025 Q2	$659K	Buy	2,687 +518	+24%	+$116K	0.03%	441
2025 Q1	$470K	Buy	2,169 +230	+12%	+$54.9K	0.03%	368
2024 Q4	$462K	Sell	1,939 -56	-3%	-$13.8K	0.03%	376
2024 Q3	$475K	Buy	1,995 +246	+14%	+$55.9K	0.03%	389
2024 Q2	$378K	Buy	1,749 +302	+21%	+$66.3K	0.02%	437
2024 Q1	$328K	Buy	+1,447	New	+$311K	0.02%	518

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

Diversify Advisory Services's VB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 54,872 shares worth $16.3M. The stake represents 0.27% of the portfolio and ranks #75 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VB as recently as Q4 2025.

Diversify Advisory Services first reported a position in VB in Q1 2024 and has held it in 9 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Diversify Advisory Services held 54,872 shares of Vanguard Morningstar Small-Cap ETF worth $16.3M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.27% of Diversify Advisory Services's portfolio in Q2 2026, its #75 holding.
Diversify Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.