Diversify Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Diversify Wealth Management’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 +1,624	+3%	+$465K	0.27%	75
2026 Q1	$14.9M	Buy	53,248 +10,092	+23%	+$2.73M	0.27%	71
2025 Q4	$11.8M	Sell	43,156 -465	-1%	-$119K	0.55%	37
2025 Q3	$11.1M	Buy	43,621 +512	+1%	+$127K	0.64%	29
2025 Q2	$10.6M	Buy	43,109 +982	+2%	+$219K	0.65%	28
2025 Q1	$9.13M	Buy	42,127 +3,139	+8%	+$750K	0.68%	25
2024 Q4	$9.28M	Buy	38,988 +1,257	+3%	+$309K	0.72%	24
2024 Q3	$8.93M	Buy	37,731 +5,871	+18%	+$1.33M	0.86%	22
2024 Q2	$6.84M	Buy	+31,860	New	+$7M	0.85%	22

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 Wealth Management's VB Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3% in Q2 2026, buying an estimated $465K and bringing the position to 54,872 shares worth $16.3M. The position accounts for 0.27% of the portfolio, ranked #75.

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

Diversify Wealth Management held 54,872 shares of Vanguard Morningstar Small-Cap ETF worth $16.3M as of Q2 2026.
Diversify Wealth Management bought 1,624 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $465K.
Vanguard Morningstar Small-Cap ETF made up 0.27% of Diversify Wealth Management's portfolio in Q2 2026, its #75 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.