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Elwood & Goetz Wealth Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$3.7M Buy
12,203
+319
+3% +$91.4K 0.55% 24
2026
Q1 		$3.11M Sell
11,884
-225
-2% -$60.9K 0.53% 25
2025
Q4 		$3.12M Sell
12,109
-6
-0% -$1.54K 0.55% 25
2025
Q3 		$3.08M Buy
12,115
+198
+2% +$49.1K 0.59% 23
2025
Q2 		$2.82M Buy
11,917
+2,296
+24% +$512K 0.61% 22
2025
Q1 		$2.13M Sell
9,621
-63
-0.7% -$15K 0.52% 24
2024
Q4 		$2.33M Buy
9,684
+64
+0.7% +$15.7K 0.57% 20
2024
Q3 		$2.28M Sell
9,620
-52
-0.5% -$11.8K 0.57% 20
2024
Q2 		$2.11M Sell
9,672
-755
-7% -$166K 0.6% 18
2024
Q1 		$2.38M Sell
10,427
-103
-1% -$22.2K 0.58% 23
2023
Q4 		$2.25M Buy
10,530
+72
+0.7% +$13.9K 0.47% 28
2023
Q3 		$1.98M Buy
10,458
+451
+5% +$89.9K 0.46% 28
2023
Q2 		$1.99M Hold
10,007
– – 0.45% 27
2023
Q1 		$1.9M Sell
10,007
-53
-0.5% -$10.3K 0.45% 27
2022
Q4 		$1.85M Sell
10,060
-104
-1% -$19.3K 0.56% 25
2022
Q3 		$1.74M Sell
10,164
-12
-0.1% -$2.27K 0.59% 26
2022
Q2 		$1.79M Sell
10,176
-541
-5% -$104K 0.6% 26
2022
Q1 		$2.28M Buy
10,717
+232
+2% +$48.8K 0.71% 19
2021
Q4 		$2.37M Buy
10,485
+43
+0.4% +$9.77K 0.74% 18
2021
Q3 		$2.28M Sell
10,442
-76
-0.7% -$16.9K 0.79% 17
2021
Q2 		$2.37M Sell
10,518
-986
-9% -$219K 0.89% 15
2021
Q1 		$2.46M Sell
11,504
-345
-3% -$72.7K 1.02% 15
2020
Q4 		$2.31M Sell
11,849
-293
-2% -$51.7K 1.05% 15
2020
Q3 		$1.87M Buy
12,142
+704
+6% +$108K 1.01% 15
2020
Q2 		$1.67M Buy
11,438
+9,347
+447% +$1.26M 1.02% 14
2020
Q1 		$241K Buy
+2,091
New +$314K 0.18% 27

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VB Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.7% in Q2 2026, buying an estimated $91.4K and bringing the position to 12,203 shares worth $3.7M. The position accounts for 0.55% of the portfolio, ranked #24.

Elwood & Goetz Wealth Advisory Group first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 12,203 shares of Vanguard Morningstar Small-Cap ETF worth $3.7M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 319 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $91.4K.
  • Vanguard Morningstar Small-Cap ETF made up 0.55% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.