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

Financial Engines Advisors’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 		$25.5M Sell
84,171
-3,307
-4% -$948K 0.05% 74
2026
Q1 		$22.9M Sell
87,478
-4,390
-5% -$1.19M 0.05% 75
2025
Q4 		$23.7M Buy
91,868
+1,166
+1% +$299K 0.04% 73
2025
Q3 		$23.1M Sell
90,702
-2,584
-3% -$641K 0.04% 74
2025
Q2 		$22.1M Sell
93,286
-1,130
-1% -$252K 0.04% 71
2025
Q1 		$20.9M Sell
94,416
-1,982
-2% -$473K 0.04% 65
2024
Q4 		$23.2M Buy
96,398
+18,890
+24% +$4.65M 0.05% 65
2024
Q3 		$18.4M Buy
77,508
+6,633
+9% +$1.51M 0.04% 66
2024
Q2 		$15.5M Buy
70,875
+24,256
+52% +$5.33M 0.03% 71
2024
Q1 		$10.7M Buy
46,619
+2,692
+6% +$579K 0.02% 83
2023
Q4 		$9.37M Buy
43,927
+9,635
+28% +$1.86M 0.02% 81
2023
Q3 		$6.48M Sell
34,292
-676
-2% -$135K 0.02% 79
2023
Q2 		$6.95M Sell
34,968
-854
-2% -$161K 0.02% 82
2023
Q1 		$6.79M Sell
35,822
-56,319
-61% -$10.9M 0.02% 84
2022
Q4 		$16.9M Buy
92,141
+28,685
+45% +$5.32M 0.05% 69
2022
Q3 		$10.8M Buy
63,456
+16,789
+36% +$3.17M 0.04% 76
2022
Q2 		$8.22M Buy
46,667
+5,977
+15% +$1.15M 0.03% 79
2022
Q1 		$8.65M Buy
40,690
+23,534
+137% +$4.95M 0.02% 72
2021
Q4 		$3.88M Sell
17,156
-2,465
-13% -$560K 0.01% 73
2021
Q3 		$4.29M Sell
19,621
-808
-4% -$180K 0.01% 69
2021
Q2 		$4.6M Buy
20,429
+75
+0.4% +$16.6K 0.01% 63
2021
Q1 		$4.36M Sell
20,354
-524
-3% -$110K 0.01% 72
2020
Q4 		$4.07M Buy
20,878
+7,020
+51% +$1.24M 0.01% 76
2020
Q3 		$2.13M Buy
13,858
+5,008
+57% +$769K 0.01% 82
2020
Q2 		$1.29M Sell
8,850
-7,930
-47% -$1.06M 0.01% 90
2020
Q1 		$1.94M Buy
16,780
+14,673
+696% +$2.21M 0.01% 82
2019
Q4 		$349K Buy
+2,107
New +$336K ﹤0.01% 118

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 Engines Advisors's VB Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.8% in Q2 2026, selling an estimated $948K and leaving 84,171 shares worth $25.5M. The position accounts for 0.05% of the portfolio, ranked #74.

Financial Engines Advisors first reported a position in VB in Q4 2019 and has held it in 27 quarters since. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Engines Advisors held 84,171 shares of Vanguard Morningstar Small-Cap ETF worth $25.5M as of Q2 2026.
  • Financial Engines Advisors sold 3,307 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $948K.
  • Vanguard Morningstar Small-Cap ETF made up 0.05% of Financial Engines Advisors's portfolio in Q2 2026, its #74 holding.
  • Financial Engines Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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