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

FAS Wealth Partners’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 		$816K Buy
2,692
+267
+11% +$76.5K 0.04% 197
2026
Q1 		$635K Sell
2,425
-35
-1% -$9.47K 0.04% 207
2025
Q4 		$634K Buy
2,460
+55
+2% +$14.1K 0.04% 212
2025
Q3 		$612K Hold
2,405
– – 0.04% 208
2025
Q2 		$570K Sell
2,405
-43
-2% -$9.59K 0.04% 207
2025
Q1 		$543K Buy
2,448
+194
+9% +$46.3K 0.04% 199
2024
Q4 		$542K Sell
2,254
-228
-9% -$56.1K 0.05% 201
2024
Q3 		$589K Buy
2,482
+18
+0.7% +$4.09K 0.05% 197
2024
Q2 		$537K Buy
2,464
+142
+6% +$31.2K 0.05% 199
2024
Q1 		$531K Sell
2,322
-60
-3% -$12.9K 0.05% 200
2023
Q4 		$508K Buy
2,382
+135
+6% +$26K 0.05% 195
2023
Q3 		$425K Hold
2,247
– – 0.05% 205
2023
Q2 		$447K Sell
2,247
-212
-9% -$40.1K 0.06% 182
2023
Q1 		$466K Sell
2,459
-171
-7% -$33.2K 0.05% 198
2022
Q4 		$483K Buy
2,630
+212
+9% +$39.3K 0.05% 197
2022
Q3 		$413K Buy
2,418
+456
+23% +$86.1K 0.05% 199
2022
Q2 		$346K Buy
1,962
+169
+9% +$32.6K 0.04% 214
2022
Q1 		$381K Sell
1,793
-98
-5% -$20.6K 0.04% 208
2021
Q4 		$427K Hold
1,891
– – 0.04% 211
2021
Q3 		$414K Hold
1,891
– – 0.04% 203
2021
Q2 		$426K Hold
1,891
– – 0.04% 201
2021
Q1 		$405K Hold
1,891
– – 0.04% 190
2020
Q4 		$368K Hold
1,891
– – 0.04% 191
2020
Q3 		$291K Hold
1,891
– – 0.04% 203
2020
Q2 		$276K Hold
1,891
– – 0.04% 200
2020
Q1 		$218K Hold
1,891
– – 0.04% 202
2019
Q4 		$313K Hold
1,891
– – 0.05% 164
2019
Q3 		$291K Buy
+1,891
New +$293K 0.05% 167
2019
Q2 		– Hold
0
– – – 163
2019
Q1 		– Hold
0
– – – 176
2018
Q4 		– Hold
0
– – – 179
2018
Q3 		– Hold
0
– – – 163
2018
Q2 		– Hold
0
– – – 159
2018
Q1 		– Hold
0
– – – 159
2017
Q4 		– Hold
0
– – – 127
2017
Q3 		– Hold
0
– – – 126
2017
Q2 		– Hold
0
– – – 119
2017
Q1 		– Hold
0
– – – 117
2016
Q4 		– Hold
0
– – – 111
2016
Q3 		– Hold
0
– – – 105
2016
Q2 		– Hold
0
– – – 110
2016
Q1 		– Hold
0
– – – 88
2015
Q4 		– Sell
-2,750
Closed -$312K – 89
2015
Q3 		$297K Buy
+2,750
New +$322K 0.17% 76
2015
Q2 		– Hold
0
– – – 76
2014
Q3 		– Sell
-2,500
Closed -$293K – 98
2014
Q2 		$293K Hold
2,500
– – 0.17% 66
2014
Q1 		$282K Hold
2,500
– – 0.19% 64
2013
Q4 		$275K Buy
+2,500
New +$266K 0.16% 66

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FAS Wealth Partners's VB Position: Q2 2026 in Review

FAS Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $76.5K and bringing the position to 2,692 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #197.

FAS Wealth Partners first reported a position in VB in Q4 2013 and has held it in 32 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • FAS Wealth Partners held 2,692 shares of Vanguard Morningstar Small-Cap ETF worth $816K as of Q2 2026.
  • FAS Wealth Partners bought 267 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $76.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of FAS Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • FAS Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 32 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.