Financial Gravity Companies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Financial Gravity Companies’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	$31.2K	Buy	+103	New	+$29.5K	0.01%	386
2025 Q2	$24.4K	Buy	+103	New	+$23K	﹤0.01%	421
2024 Q4	$42.6K	Hold	177	–	–	0.01%	312
2024 Q3	$41.9K	Buy	+177	New	+$40.2K	0.01%	196
2018 Q4	$6K	Buy	+41	New	+$5.97K	0.01%	685
2018 Q1	$59K	Buy	+399	New	+$59.6K	0.06%	270

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 22.9% 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 Gravity Companies's VB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 103 shares worth $31.2K. The stake represents 0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VB as recently as Q2 2025.

Financial Gravity Companies first reported a position in VB in Q1 2018 and has held it in 6 quarters since. The position peaked at $59K in Q1 2018. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Financial Gravity Companies held 103 shares of Vanguard Morningstar Small-Cap ETF worth $31.2K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #386 holding.
Financial Gravity Companies first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Companies's Vanguard Morningstar Small-Cap ETF position peaked at $59K in Q1 2018.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.