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

Financial Insights’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 		$6.12M Sell
20,176
-934
-4% -$268K 1.61% 14
2026
Q1 		$5.53M Sell
21,110
-786
-4% -$213K 1.79% 12
2025
Q4 		$5.65M Sell
21,896
-154
-0.7% -$39.5K 1.89% 11
2025
Q3 		$5.61M Sell
22,050
-168
-0.8% -$41.7K 1.86% 11
2025
Q2 		$5.27M Buy
22,218
+1,533
+7% +$342K 1.92% 11
2025
Q1 		$4.59M Buy
20,685
+420
+2% +$100K 1.83% 13
2024
Q4 		$4.87M Buy
20,265
+522
+3% +$128K 1.81% 14
2024
Q3 		$4.68M Buy
19,743
+1,582
+9% +$359K 1.48% 17
2024
Q2 		$3.96M Buy
18,161
+2,272
+14% +$499K 1.1% 21
2024
Q1 		$3.63M Sell
15,889
-2,103
-12% -$452K 1.01% 21
2023
Q4 		$3.84M Sell
17,992
-1,572
-8% -$303K 1.2% 19
2023
Q3 		$3.48M Sell
19,564
-1,014
-5% -$202K 1.24% 17
2023
Q2 		$4.09M Buy
20,578
+3,533
+21% +$668K 1.5% 13
2023
Q1 		$3.23M Buy
17,045
+3,269
+24% +$634K 1.32% 16
2022
Q4 		$2.53M Buy
13,776
+4,814
+54% +$892K 1.2% 20
2022
Q3 		$1.53M Buy
8,962
+3,917
+78% +$740K 1.03% 25
2022
Q2 		$888K Sell
5,045
-433
-8% -$83.6K 0.9% 29
2022
Q1 		$1.16M Buy
5,478
+44
+0.8% +$9.26K 1.07% 26
2021
Q4 		$1.23M Sell
5,434
-159
-3% -$36.1K 1.06% 24
2021
Q3 		$1.22M Sell
5,593
-172
-3% -$38.2K 1.12% 24
2021
Q2 		$1.3M Sell
5,765
-155
-3% -$34.4K 1.08% 22
2021
Q1 		$1.27M Buy
5,920
+504
+9% +$106K 0.94% 24
2020
Q4 		$1.05M Sell
5,416
-92
-2% -$16.2K 0.82% 24
2020
Q3 		$847K Sell
5,508
-2,614
-32% -$402K 0.72% 24
2020
Q2 		$878K Sell
8,122
-832
-9% -$112K 0.78% 24
2020
Q1 		$1.03M Buy
8,954
+564
+7% +$84.8K 1.09% 20
2019
Q4 		$1.39M Sell
8,390
-505
-6% -$80.4K 1.22% 19
2019
Q3 		$1.37M Sell
8,895
-466
-5% -$72.3K 1.31% 16
2019
Q2 		$1.42M Sell
9,361
-254
-3% -$39.3K 1.44% 16
2019
Q1 		$1.52M Sell
9,615
-274
-3% -$40.7K 1.59% 14
2018
Q4 		$1.46M Buy
+9,889
New +$1.44M 1.63% 13

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 Insights's VB Position: Q2 2026 in Review

Financial Insights reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, selling an estimated $268K and leaving 20,176 shares worth $6.12M. The position accounts for 1.61% of the portfolio, ranked #14.

Financial Insights first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Financial Insights held 20,176 shares of Vanguard Morningstar Small-Cap ETF worth $6.12M as of Q2 2026.
  • Financial Insights sold 934 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $268K.
  • Vanguard Morningstar Small-Cap ETF made up 1.61% of Financial Insights's portfolio in Q2 2026, its #14 holding.
  • Financial Insights first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.