Financial Connections Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Connections Group’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 Q1	$51K	Sell	198 -38	-16%	-$10.3K	0.02%	111
2025 Q4	$60K	Sell	236 -22	-9%	-$5.64K	0.02%	102
2025 Q3	$65K	Hold	258	–	–	0.03%	99
2025 Q2	$61K	Sell	258 -464	-64%	-$104K	0.03%	97
2025 Q1	$158K	Buy	722 +451	+166%	+$108K	0.07%	65
2024 Q4	$65K	Hold	271	–	–	0.03%	84
2024 Q3	$64K	Sell	271 -50	-16%	-$11.4K	0.03%	83
2024 Q2	$70K	Buy	+321	New	+$70.5K	0.04%	82
2024 Q1	–	Sell	-472	Closed	-$100K	–	258
2023 Q4	$100K	Buy	+472	New	+$90.9K	0.06%	78
2023 Q3	–	Sell	-422	Closed	-$83K	–	227
2023 Q2	$83K	Hold	422	–	–	0.05%	89
2023 Q1	$79K	Hold	422	–	–	0.06%	73
2022 Q4	$77K	Buy	422 +124	+42%	+$23K	0.06%	71
2022 Q3	$50K	Hold	298	–	–	0.04%	77
2022 Q2	$52K	Buy	298 +151	+103%	+$29.2K	0.05%	97
2022 Q1	$31K	Hold	147	–	–	0.03%	127
2021 Q4	$33K	Buy	+147	New	+$33.4K	0.03%	126

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Financial Connections Group's VB Position: Q1 2026 in Review

Financial Connections Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q1 2026, selling an estimated $10.3K and leaving 198 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #111.

Financial Connections Group first reported a position in VB in Q4 2021 and has held it in 16 quarters since. The position peaked at $158K in Q1 2025. 2,398 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Financial Connections Group held 198 shares of Vanguard Morningstar Small-Cap ETF worth $51K as of Q1 2026.
Financial Connections Group sold 38 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $10.3K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #111 holding.
Financial Connections Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard Morningstar Small-Cap ETF position peaked at $158K in Q1 2025.
2,398 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.