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

Dynasty 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	$386K	Buy	1,274 +2	+0.2%	+$573	﹤0.01%	290
2026 Q1	$333K	Sell	1,272 -133	-9%	-$36K	﹤0.01%	280
2025 Q4	$363K	Sell	1,405 -26	-2%	-$6.66K	﹤0.01%	267
2025 Q3	$364K	Sell	1,431 -32,260	-96%	-$8M	﹤0.01%	245
2025 Q2	$7.98M	Sell	33,691 -1,175	-3%	-$262K	0.14%	47
2025 Q1	$7.73M	Buy	34,866 +1,051	+3%	+$251K	0.13%	50
2024 Q4	$8.12M	Buy	33,815 +297	+0.9%	+$73.1K	0.14%	50
2024 Q3	$7.95M	Buy	33,518 +529	+2%	+$120K	0.24%	35
2024 Q2	$7.19M	Buy	32,989 +2,379	+8%	+$522K	0.21%	40
2024 Q1	$7M	Buy	+30,610	New	+$6.58M	0.22%	36
2018 Q4	–	Sell	-1,473	Closed	-$239K	–	100
2018 Q3	$239K	Buy	1,473 +74	+5%	+$12K	0.31%	98
2018 Q2	$218K	Buy	+1,399	New	+$214K	0.45%	62

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

Dynasty Wealth Management's VB Position: Q2 2026 in Review

Dynasty Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.16% in Q2 2026, buying an estimated $573 and bringing the position to 1,274 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Dynasty Wealth Management first reported a position in VB in Q2 2018 and has held it in 12 quarters since. The position peaked at $8.12M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Dynasty Wealth Management held 1,274 shares of Vanguard Morningstar Small-Cap ETF worth $386K as of Q2 2026.
Dynasty Wealth Management bought 2 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #290 holding.
Dynasty Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 12 quarters since.
Dynasty Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $8.12M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.