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FC Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

FC Advisory’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 		$1.2M Buy
3,950
+153
+4% +$43.8K 0.32% 47
2026
Q1 		$994K Buy
3,797
+79
+2% +$21.4K 0.29% 50
2025
Q4 		$959K Sell
3,718
-56
-1% -$14.3K 0.28% 55
2025
Q3 		$960K Buy
3,774
+34
+0.9% +$8.43K 0.28% 53
2025
Q2 		$886K Sell
3,740
-34
-0.9% -$7.58K 0.27% 54
2025
Q1 		$837K Sell
3,774
-45
-1% -$10.7K 0.28% 52
2024
Q4 		$918K Sell
3,819
-77
-2% -$18.9K 0.31% 46
2024
Q3 		$924K Buy
3,896
+748
+24% +$170K 0.31% 46
2024
Q2 		$686K Buy
3,148
+78
+3% +$17.1K 0.25% 55
2024
Q1 		$702K Buy
3,070
+196
+7% +$42.2K 0.26% 52
2023
Q4 		$613K Sell
2,874
-520
-15% -$100K 0.24% 55
2023
Q3 		$642K Buy
3,394
+311
+10% +$62K 0.27% 51
2023
Q2 		$613K Buy
3,083
+356
+13% +$67.3K 0.25% 53
2023
Q1 		$517K Buy
2,727
+12
+0.4% +$2.33K 0.23% 57
2022
Q4 		$498K Buy
2,715
+604
+29% +$112K 0.24% 54
2022
Q3 		$361K Sell
2,111
-22
-1% -$4.15K 0.18% 62
2022
Q2 		$376K Buy
2,133
+129
+6% +$24.9K 0.18% 63
2022
Q1 		$426K Buy
2,004
+304
+18% +$64K 0.18% 49
2021
Q4 		$384K Buy
1,700
+214
+14% +$48.6K 0.16% 51
2021
Q3 		$325K Sell
1,486
-48
-3% -$10.7K 0.15% 55
2021
Q2 		$346K Buy
1,534
+44
+3% +$9.75K 0.15% 53
2021
Q1 		$319K Buy
1,490
+24
+2% +$5.06K 0.16% 55
2020
Q4 		$285K Buy
1,466
+72
+5% +$12.7K 0.14% 53
2020
Q3 		$214K Buy
+1,394
New +$214K 0.12% 56

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

FC Advisory's VB Position: Q2 2026 in Review

FC Advisory increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4% in Q2 2026, buying an estimated $43.8K and bringing the position to 3,950 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #47.

FC Advisory first reported a position in VB in Q3 2020 and has held it in 24 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • FC Advisory held 3,950 shares of Vanguard Morningstar Small-Cap ETF worth $1.2M as of Q2 2026.
  • FC Advisory bought 153 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $43.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of FC Advisory's portfolio in Q2 2026, its #47 holding.
  • FC Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.