Empower Advisory Group
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Empower Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Empower 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 		$10M Buy
33,099
+321
+1% +$92K 0.02% 177
2026
Q1 		$8.59M Sell
32,778
-6,206
-16% -$1.68M 0.02% 172
2025
Q4 		$10.1M Buy
38,984
+4,511
+13% +$1.16M 0.03% 171
2025
Q3 		$8.77M Sell
34,473
-4,132
-11% -$1.02M 0.02% 172
2025
Q2 		$9.15M Buy
38,605
+1,185
+3% +$264K 0.03% 166
2025
Q1 		$8.3M Sell
37,420
-524
-1% -$125K 0.03% 169
2024
Q4 		$9.12M Buy
37,944
+1,910
+5% +$470K 0.03% 167
2024
Q3 		$8.55M Buy
36,034
+104
+0.3% +$23.6K 0.03% 170
2024
Q2 		$7.83M Sell
35,930
-2,345
-6% -$515K 0.03% 169
2024
Q1 		$8.75M Sell
38,275
-1,601
-4% -$344K 0.03% 167
2023
Q4 		$8.51M Buy
39,876
+2,804
+8% +$540K 0.03% 173
2023
Q3 		$7.01M Buy
37,072
+1,871
+5% +$373K 0.03% 173
2023
Q2 		$7M Sell
35,201
-455
-1% -$86K 0.03% 181
2023
Q1 		$6.76M Buy
+35,656
New +$6.91M 0.03% 182

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

Empower Advisory Group's VB Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.98% in Q2 2026, buying an estimated $92K and bringing the position to 33,099 shares worth $10M. The position accounts for 0.02% of the portfolio, ranked #177.

Empower Advisory Group first reported a position in VB in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2025. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Empower Advisory Group held 33,099 shares of Vanguard Morningstar Small-Cap ETF worth $10M as of Q2 2026.
  • Empower Advisory Group bought 321 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $92K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Empower Advisory Group's portfolio in Q2 2026, its #177 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $10.1M in Q4 2025.
  • 2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.