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

EPG 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	$16K	Hold	53	–	–	﹤0.01%	267
2026 Q1	$13.8K	Hold	53	–	–	﹤0.01%	273
2025 Q4	$13.6K	Hold	53	–	–	﹤0.01%	268
2025 Q3	$13.4K	Sell	53 -189	-78%	-$46.9K	﹤0.01%	270
2025 Q2	$57.5K	Hold	242	–	–	0.02%	219
2025 Q1	$53.8K	Hold	242	–	–	0.02%	286
2024 Q4	$58.2K	Hold	242	–	–	0.02%	288
2024 Q3	$57.4K	Buy	+242	New	+$55K	0.01%	294
2024 Q2	–	Sell	-439	Closed	-$96.4K	–	279
2024 Q1	$100K	Hold	439	–	–	0.02%	280
2023 Q4	$92.3K	Sell	439 -256	-37%	-$49.3K	0.02%	271
2023 Q3	$131K	Buy	695 +22	+3%	+$4.38K	0.04%	254
2023 Q2	$134K	Buy	673 +2	+0.3%	+$378	0.04%	250
2023 Q1	$127K	Sell	671 -99	-13%	-$19.2K	0.04%	254
2022 Q4	$141K	Buy	770 +171	+29%	+$31.7K	0.05%	226
2022 Q3	$102K	Buy	+599	New	+$113K	0.04%	226
2022 Q2	–	Sell	-331	Closed	-$70K	–	384
2022 Q1	$70K	Sell	331 -38	-10%	-$8K	0.02%	276
2021 Q4	$83K	Hold	369	–	–	0.03%	267
2021 Q3	$81K	Buy	+369	New	+$82K	0.03%	250
2020 Q2	–	Sell	-362	Closed	-$42K	–	732
2020 Q1	$42K	Hold	362	–	–	0.03%	304
2019 Q4	$60K	Buy	+362	New	+$57.7K	0.04%	215

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

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

EPG Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 53 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

EPG Wealth Management first reported a position in VB in Q4 2019 and has held it in 20 quarters since. The position peaked at $141K in Q4 2022. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

EPG Wealth Management held 53 shares of Vanguard Morningstar Small-Cap ETF worth $16K as of Q2 2026.
EPG Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #267 holding.
EPG Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $141K in Q4 2022.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.