FF
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Financial Futures’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Futures’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 		$11.7M Buy
38,495
+439
+1% +$126K 4.44% 9
2026
Q1 		$9.97M Buy
38,056
+1,800
+5% +$487K 4.38% 10
2025
Q4 		$9.35M Buy
36,256
+3,248
+10% +$832K 4.33% 10
2025
Q3 		$8.39M Buy
33,008
+877
+3% +$218K 4.08% 10
2025
Q2 		$7.61M Buy
32,131
+10,563
+49% +$2.36M 4.08% 10
2025
Q1 		$4.78M Buy
21,568
+1,676
+8% +$400K 2.71% 15
2024
Q4 		$4.78M Sell
19,892
-1,140
-5% -$281K 2.71% 14
2024
Q3 		$4.99M Sell
21,032
-218
-1% -$49.5K 2.86% 15
2024
Q2 		$4.63M Sell
21,250
-20
-0.1% -$4.39K 2.87% 17
2024
Q1 		$4.86M Buy
21,270
+1,448
+7% +$311K 3.22% 15
2023
Q4 		$4.23M Buy
19,822
+60
+0.3% +$11.6K 3.18% 17
2023
Q3 		$3.74M Buy
19,762
+738
+4% +$147K 3.05% 17
2023
Q2 		$3.78M Buy
19,024
+1,754
+10% +$331K 2.99% 16
2023
Q1 		$3.27M Buy
17,270
+47
+0.3% +$9.12K 2.76% 13
2022
Q4 		$3.16M Buy
17,223
+1,725
+11% +$320K 2.85% 13
2022
Q3 		$2.65M Buy
15,498
+3,341
+27% +$631K 2.53% 15
2022
Q2 		$2.14M Sell
12,157
-14,381
-54% -$2.78M 2.11% 16
2022
Q1 		$5.64M Buy
26,538
+2,869
+12% +$604K 4.41% 6
2021
Q4 		$5.35M Buy
+23,669
New +$5.38M 4.38% 8

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Futures's VB Position: Q2 2026 in Review

Financial Futures increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $126K and bringing the position to 38,495 shares worth $11.7M. The position accounts for 4.44% of the portfolio, ranked #9.

Financial Futures first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 1,322 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Futures held 38,495 shares of Vanguard Morningstar Small-Cap ETF worth $11.7M as of Q2 2026.
  • Financial Futures bought 439 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $126K.
  • Vanguard Morningstar Small-Cap ETF made up 4.44% of Financial Futures's portfolio in Q2 2026, its #9 holding.
  • Financial Futures first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.