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

Evoke Wealth’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 		– Sell
-9,852
Closed -$2.58M – 616
2026
Q1 		$2.58M Buy
9,852
+1,682
+21% +$455K 0.05% 155
2025
Q4 		$2.11M Sell
8,170
-2,550
-24% -$653K 0.04% 177
2025
Q3 		$2.73M Buy
10,720
+3,995
+59% +$991K 0.06% 134
2025
Q2 		$1.6M Buy
6,725
+1,393
+26% +$311K 0.04% 184
2025
Q1 		$1.18M Buy
5,332
+3,564
+202% +$851K 0.03% 180
2024
Q4 		$425K Buy
1,768
+570
+48% +$140K 0.01% 287
2024
Q3 		$285K Buy
+1,198
New +$272K 0.01% 347
2022
Q4 		– Sell
-1,440
Closed -$246K – 1103
2022
Q3 		$246K Sell
1,440
-436
-23% -$82.3K 0.01% 289
2022
Q2 		$330K Buy
1,876
+228
+14% +$44K 0.01% 256
2022
Q1 		$350K Hold
1,648
– – 0.01% 268
2021
Q4 		$373K Hold
1,648
– – 0.01% 266
2021
Q3 		$360K Hold
1,648
– – 0.01% 262
2021
Q2 		$371K Buy
1,648
+208
+14% +$46.1K 0.01% 274
2021
Q1 		$308K Sell
1,440
-35
-2% -$7.37K 0.01% 264
2020
Q4 		$287K Hold
1,475
– – 0.02% 206
2020
Q3 		$227K Hold
1,475
– – 0.02% 199
2020
Q2 		$215K Buy
1,475
+35
+2% +$4.7K 0.02% 189
2020
Q1 		$166K Buy
+1,440
New +$216K 0.02% 202
2019
Q4 		– Sell
-1,661
Closed -$256K – 1461
2019
Q3 		$256K Buy
+1,661
New +$258K 0.03% 223

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

Evoke Wealth's VB Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 9,852 shares — an estimated $2.58M sold.

Evoke Wealth first reported a position in VB in Q3 2019 and held it in 19 quarters. The position peaked at $2.73M in Q3 2025. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 9,852 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.58M.
  • Evoke Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2019 and held it in 19 quarters.
  • Evoke Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $2.73M in Q3 2025.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.