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

Financial Network Wealth 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	$3.54K	Hold	12	–	–	﹤0.01%	605
2026 Q1	$3.05K	Sell	12 -129	-91%	-$34.9K	﹤0.01%	606
2025 Q4	$36.4K	Hold	141	–	–	0.04%	312
2025 Q3	$35.9K	Hold	141	–	–	0.04%	309
2025 Q2	$33.4K	Hold	141	–	–	0.04%	307
2025 Q1	$31.3K	Buy	+141	New	+$33.7K	0.04%	297
2024 Q4	–	Sell	-55	Closed	-$13.1K	–	832
2024 Q3	$13.1K	Hold	55	–	–	0.01%	414
2024 Q2	$12K	Buy	+55	New	+$12.1K	0.01%	463

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

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 Network Wealth Advisors's VB Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 12 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Financial Network Wealth Advisors first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $36.4K in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Financial Network Wealth Advisors held 12 shares of Vanguard Morningstar Small-Cap ETF worth $3.54K as of Q2 2026.
Financial Network Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #605 holding.
Financial Network Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $36.4K in Q4 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.