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

Financial Advisory 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 		$5.23M Buy
17,255
+630
+4% +$181K 1.37% 19
2026
Q1 		$4.35M Buy
16,625
+1,127
+7% +$305K 1.23% 28
2025
Q4 		$4M Buy
15,498
+182
+1% +$46.6K 1.13% 30
2025
Q3 		$3.89M Buy
15,316
+513
+3% +$127K 1.14% 30
2025
Q2 		$3.51M Buy
14,803
+358
+2% +$79.9K 1.1% 32
2025
Q1 		$3.2M Sell
14,445
-1,754
-11% -$419K 1.07% 39
2024
Q4 		$3.89M Buy
16,199
+380
+2% +$93.5K 1.29% 27
2024
Q3 		$3.75M Buy
15,819
+391
+3% +$88.8K 1.25% 32
2024
Q2 		$3.36M Buy
15,428
+1,162
+8% +$255K 1.26% 33
2024
Q1 		$3.26M Sell
14,266
-2,413
-14% -$519K 1.26% 37
2023
Q4 		$3.56M Buy
16,679
+1,018
+7% +$196K 1.29% 41
2023
Q3 		$2.96M Buy
15,661
+234
+2% +$46.6K 1.19% 42
2023
Q2 		$3.07M Sell
15,427
-117
-0.8% -$22.1K 1.18% 44
2023
Q1 		$2.95M Sell
15,544
-151
-1% -$29.3K 1.17% 44
2022
Q4 		$2.88M Sell
15,695
-345
-2% -$63.9K 1.19% 44
2022
Q3 		$2.74M Buy
16,040
+70
+0.4% +$13.2K 1.19% 44
2022
Q2 		$2.81M Buy
15,970
+420
+3% +$81.1K 1.16% 46
2022
Q1 		$3.3M Buy
15,550
+2,258
+17% +$475K 1.22% 45
2021
Q4 		$3M Buy
+13,292
New +$3.02M 1.1% 47

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

Financial Advisory Partners's VB Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, buying an estimated $181K and bringing the position to 17,255 shares worth $5.23M. The position accounts for 1.37% of the portfolio, ranked #19.

Financial Advisory Partners first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Advisory Partners held 17,255 shares of Vanguard Morningstar Small-Cap ETF worth $5.23M as of Q2 2026.
  • Financial Advisory Partners bought 630 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $181K.
  • Vanguard Morningstar Small-Cap ETF made up 1.37% of Financial Advisory Partners's portfolio in Q2 2026, its #19 holding.
  • Financial Advisory Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.