Enclave Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Enclave Advisors’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	$228K	Sell	752 -33	-4%	-$9.46K	0.03%	128
2026 Q1	$205K	Buy	785 +3	+0.4%	+$812	0.03%	131
2025 Q4	$202K	Buy	+782	New	+$200K	0.03%	124
2025 Q2	–	Sell	-1,717	Closed	-$381K	–	119
2025 Q1	$381K	Buy	1,717 +787	+85%	+$188K	0.07%	82
2024 Q4	$223K	Buy	+930	New	+$229K	0.04%	115

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

Enclave Advisors's VB Position: Q2 2026 in Review

Enclave Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.2% in Q2 2026, selling an estimated $9.46K and leaving 752 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #128.

Enclave Advisors first reported a position in VB in Q4 2024 and has held it in 5 quarters since. The position peaked at $381K in Q1 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Enclave Advisors held 752 shares of Vanguard Morningstar Small-Cap ETF worth $228K as of Q2 2026.
Enclave Advisors sold 33 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.46K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Enclave Advisors's portfolio in Q2 2026, its #128 holding.
Enclave Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Enclave Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $381K in Q1 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.