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

Financial Advisors Network’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	3,973 +437	+12%	+$125K	0.15%	75
2026 Q1	$926K	Sell	3,536 -1,372	-28%	-$371K	0.13%	78
2025 Q4	$1.27M	Buy	4,908 +294	+6%	+$75.3K	0.17%	72
2025 Q3	$1.17M	Buy	4,614 +206	+5%	+$51.1K	0.17%	73
2025 Q2	$1.04M	Buy	4,408 +334	+8%	+$74.5K	0.16%	74
2025 Q1	$903K	Sell	4,074 -115	-3%	-$27.5K	0.15%	74
2024 Q4	$1.01M	Buy	+4,189	New	+$1.03M	0.17%	74
2023 Q4	$4.89M	Sell	22,917 -974	-4%	-$188K	0.98%	21
2023 Q3	$4.52M	Buy	+23,891	New	+$4.76M	1.02%	20
2018 Q2	$3.36M	Buy	+21,596	New	+$3.3M	2.03%	9
2017 Q1	–	Sell	-12,945	Closed	-$1.7M	–	441
2016 Q4	$1.7M	Buy	+12,945	New	+$1.61M	1.44%	13

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

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

Financial Advisors Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 3,973 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #75.

Financial Advisors Network first reported a position in VB in Q4 2016 and has held it in 11 quarters since. The position peaked at $4.89M in Q4 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Financial Advisors Network held 3,973 shares of Vanguard Morningstar Small-Cap ETF worth $1.2M as of Q2 2026.
Financial Advisors Network bought 437 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $125K.
Vanguard Morningstar Small-Cap ETF made up 0.15% of Financial Advisors Network's portfolio in Q2 2026, its #75 holding.
Financial Advisors Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 11 quarters since.
Financial Advisors Network's Vanguard Morningstar Small-Cap ETF position peaked at $4.89M in Q4 2023.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.