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

EverSource Wealth 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 		$17.7M Sell
58,318
-51,706
-47% -$14.8M 0.6% 41
2026
Q1 		$28.8M Buy
110,024
+52,410
+91% +$14.2M 0.88% 22
2025
Q4 		$14.9M Buy
57,614
+823
+1% +$211K 0.55% 42
2025
Q3 		$14.4M Sell
56,791
-952
-2% -$236K 0.57% 40
2025
Q2 		$13.7M Buy
57,743
+1,545
+3% +$345K 0.62% 36
2025
Q1 		$12.5M Sell
56,198
-1,265
-2% -$302K 0.68% 31
2024
Q4 		$13.8M Buy
57,463
+253
+0.4% +$62.3K 0.78% 28
2024
Q3 		$13.6M Buy
57,210
+1,373
+2% +$312K 0.86% 25
2024
Q2 		$13M Sell
55,837
-2,744
-5% -$603K 0.87% 25
2024
Q1 		$12.5M Buy
58,581
+11,504
+24% +$2.47M 0.98% 22
2023
Q4 		$10M Buy
47,077
+1,526
+3% +$294K 0.92% 22
2023
Q3 		$8.61M Buy
45,551
+4,641
+11% +$925K 0.91% 20
2023
Q2 		$8.14M Sell
40,910
-3,461
-8% -$654K 0.9% 21
2023
Q1 		$8.41M Buy
44,371
+2,678
+6% +$519K 1.05% 17
2022
Q4 		$7.65M Buy
41,693
+14,377
+53% +$2.66M 1.16% 16
2022
Q3 		$4.67M Buy
27,316
+6,500
+31% +$1.23M 1.07% 17
2022
Q2 		$3.67M Buy
20,816
+1,294
+7% +$250K 0.94% 20
2022
Q1 		$4.15M Buy
19,522
+4,912
+34% +$1.03M 1.05% 19
2021
Q4 		$3.3M Buy
+14,610
New +$3.32M 0.92% 23

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

EverSource Wealth Advisors's VB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 47% in Q2 2026, selling an estimated $14.8M and leaving 58,318 shares worth $17.7M. The position accounts for 0.6% of the portfolio, ranked #41.

EverSource Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.8M in Q1 2026. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • EverSource Wealth Advisors held 58,318 shares of Vanguard Morningstar Small-Cap ETF worth $17.7M as of Q2 2026.
  • EverSource Wealth Advisors sold 51,706 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.8M.
  • Vanguard Morningstar Small-Cap ETF made up 0.6% of EverSource Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $28.8M in Q1 2026.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.