Envision Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Envision Financial’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	$1.02M	Sell	3,356 -8,700	-72%	-$2.49M	0.47%	30
2026 Q1	$3.16M	Sell	12,056 -117	-1%	-$31.7K	1.7%	16
2025 Q4	$3.14M	Buy	12,173 +1,680	+16%	+$430K	1.66%	18
2025 Q3	$2.67M	Buy	10,493 +1,057	+11%	+$262K	1.53%	19
2025 Q2	$2.24M	Buy	9,436 +989	+12%	+$221K	1.49%	22
2025 Q1	$1.87M	Buy	8,447 +60	+0.7%	+$14.3K	1.41%	23
2024 Q4	$2.02M	Buy	+8,387	New	+$2.06M	1.62%	21

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

Envision Financial's VB Position: Q2 2026 in Review

Envision Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 72% in Q2 2026, selling an estimated $2.49M and leaving 3,356 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #30.

Envision Financial first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Envision Financial held 3,356 shares of Vanguard Morningstar Small-Cap ETF worth $1.02M as of Q2 2026.
Envision Financial sold 8,700 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.49M.
Vanguard Morningstar Small-Cap ETF made up 0.47% of Envision Financial's portfolio in Q2 2026, its #30 holding.
Envision Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Envision Financial's Vanguard Morningstar Small-Cap ETF position peaked at $3.16M in Q1 2026.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.