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

Evernest Financial 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	$946K	Hold	3,120	–	–	0.2%	81
2026 Q1	$885K	Sell	3,120 -11	-0.4%	-$2.98K	0.18%	83
2025 Q4	$872K	Sell	3,131 -312	-9%	-$79.9K	0.18%	82
2025 Q3	$875K	Buy	3,443 +399	+13%	+$99K	0.25%	81
2025 Q2	$721K	Buy	3,044 +36	+1%	+$8.03K	0.23%	90
2025 Q1	$667K	Hold	3,008	–	–	0.24%	89
2024 Q4	$723K	Hold	3,008	–	–	0.19%	87
2024 Q3	$714K	Buy	3,008 +486	+19%	+$110K	0.19%	84
2024 Q2	$550K	Hold	2,522	–	–	0.25%	79
2024 Q1	$533K	Buy	2,522 +699	+38%	+$150K	0.25%	83
2023 Q4	$389K	Buy	+1,823	New	+$351K	0.2%	100
2021 Q4	$390K	Buy	+1,823	New	+$414K	0.2%	90

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

Evernest Financial Advisors's VB Position: Q2 2026 in Review

Evernest Financial Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 3,120 shares worth $946K. The position accounts for 0.2% of the portfolio, ranked #81.

Evernest Financial Advisors first reported a position in VB in Q4 2021 and has held it in 12 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Evernest Financial Advisors held 3,120 shares of Vanguard Morningstar Small-Cap ETF worth $946K as of Q2 2026.
Evernest Financial Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.2% of Evernest Financial Advisors's portfolio in Q2 2026, its #81 holding.
Evernest Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.