Drucker Wealth 3.0’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Drucker Wealth 3.0’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	$19.9M	Sell	65,708 -7,191	-10%	-$2.06M	3.15%	5
2026 Q1	$19.1M	Sell	72,899 -194	-0.3%	-$52.5K	3.33%	3
2025 Q4	$18.9M	Buy	73,093 +977	+1%	+$250K	3.31%	4
2025 Q3	$18.3M	Sell	72,116 -18,437	-20%	-$4.57M	3.26%	4
2025 Q2	$22.1M	Buy	90,553 +10,416	+13%	+$2.32M	4.26%	3
2025 Q1	$17.8M	Buy	80,137 +33,025	+70%	+$7.89M	3.91%	4
2024 Q4	$11.3M	Buy	47,112 +15,773	+50%	+$3.88M	2.61%	8
2024 Q3	$7.43M	Buy	31,339 +7,467	+31%	+$1.7M	1.79%	13
2024 Q2	$5.21M	Buy	+23,872	New	+$5.24M	1.38%	19

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

Drucker Wealth 3.0's VB Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 9.9% in Q2 2026, selling an estimated $2.06M and leaving 65,708 shares worth $19.9M. The position accounts for 3.15% of the portfolio, ranked #5.

Drucker Wealth 3.0 first reported a position in VB in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q2 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Drucker Wealth 3.0 held 65,708 shares of Vanguard Morningstar Small-Cap ETF worth $19.9M as of Q2 2026.
Drucker Wealth 3.0 sold 7,191 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.06M.
Vanguard Morningstar Small-Cap ETF made up 3.15% of Drucker Wealth 3.0's portfolio in Q2 2026, its #5 holding.
Drucker Wealth 3.0 first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Vanguard Morningstar Small-Cap ETF position peaked at $22.1M in Q2 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.