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

Everhart Financial 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 		$1.68M Sell
5,559
-392
-7% -$112K 0.11% 99
2026
Q1 		$1.56M Sell
5,951
-67
-1% -$18.1K 0.13% 104
2025
Q4 		$1.55M Buy
6,018
+595
+11% +$152K 0.14% 93
2025
Q3 		$1.38M Buy
5,423
+268
+5% +$66.5K 0.14% 98
2025
Q2 		$1.22M Buy
5,155
+87
+2% +$19.4K 0.14% 100
2025
Q1 		$1.12M Buy
5,068
+290
+6% +$69.3K 0.15% 94
2024
Q4 		$1.15M Buy
4,778
+264
+6% +$65K 0.24% 88
2024
Q3 		$1.07M Sell
4,514
-15
-0.3% -$3.41K 0.24% 93
2024
Q2 		$988K Sell
4,529
-12
-0.3% -$2.63K 0.26% 75
2024
Q1 		$1.04M Buy
4,541
+1
+0% +$215 0.3% 66
2023
Q4 		$968K Buy
4,540
+438
+11% +$84.4K 0.34% 61
2023
Q3 		$769K Sell
4,102
-6
-0.1% -$1.2K 0.33% 64
2023
Q2 		$797K Sell
4,108
-46
-1% -$8.69K 0.33% 65
2023
Q1 		$781K Sell
4,154
-84
-2% -$16.3K 0.35% 57
2022
Q4 		$771K Sell
4,238
-77
-2% -$14.3K 0.39% 53
2022
Q3 		$737K Buy
4,315
+349
+9% +$65.9K 0.41% 47
2022
Q2 		$698K Sell
3,966
-111
-3% -$21.4K 0.42% 46
2022
Q1 		$866K Sell
4,077
-17
-0.4% -$3.58K 0.5% 42
2021
Q4 		$925K Buy
4,094
+18
+0.4% +$4.09K 0.56% 39
2021
Q3 		$891K Sell
4,076
-14
-0.3% -$3.11K 0.61% 38
2021
Q2 		$921K Buy
4,090
+69
+2% +$15.3K 0.63% 35
2021
Q1 		$860K Buy
4,021
+237
+6% +$49.9K 0.75% 32
2020
Q4 		$736K Buy
+3,784
New +$668K 0.68% 34

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

Everhart Financial Group's VB Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.6% in Q2 2026, selling an estimated $112K and leaving 5,559 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #99.

Everhart Financial Group first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Everhart Financial Group held 5,559 shares of Vanguard Morningstar Small-Cap ETF worth $1.68M as of Q2 2026.
  • Everhart Financial Group sold 392 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Everhart Financial Group's portfolio in Q2 2026, its #99 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.