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

Financial Network Wealth Management’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
Q1 		$385K Sell
1,471
-85
-5% -$23K 0.12% 77
2025
Q4 		$401K Sell
1,556
-11
-0.7% -$2.82K 0.12% 77
2025
Q3 		$399K Buy
+1,567
New +$389K 0.12% 77
2025
Q1 		$616K Sell
2,780
-57
-2% -$13.6K 0.22% 62
2024
Q4 		$681K Sell
2,837
-8
-0.3% -$1.97K 0.24% 57
2024
Q3 		$676K Sell
2,845
-23
-0.8% -$5.23K 0.24% 60
2024
Q2 		$627K Buy
+2,868
New +$630K 0.24% 60
2024
Q1 		– Sell
-2,868
Closed -$611K – 98
2023
Q4 		$611K Buy
2,868
+5
+0.2% +$963 0.26% 53
2023
Q3 		$534K Buy
2,863
+18
+0.6% +$3.59K 0.26% 55
2023
Q2 		$589K Sell
2,845
-726
-20% -$137K 0.27% 54
2023
Q1 		$677K Buy
3,571
+245
+7% +$47.5K 0.34% 49
2022
Q4 		$610K Buy
3,326
+2,063
+163% +$382K 0.33% 50
2022
Q3 		$216K Sell
1,263
-157
-11% -$29.6K 0.13% 84
2022
Q2 		$250K Buy
1,420
+186
+15% +$35.9K 0.15% 73
2022
Q1 		$262K Buy
1,234
+7
+0.6% +$1.47K 0.14% 88
2021
Q4 		$277K Hold
1,227
– – 0.14% 86
2021
Q3 		$268K Hold
1,227
– – 0.15% 88
2021
Q2 		$276K Hold
1,227
– – 0.16% 82
2021
Q1 		$263K Buy
+1,227
New +$258K 0.17% 85

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Network Wealth Management's VB Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q1 2026, selling an estimated $23K and leaving 1,471 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #77.

Financial Network Wealth Management first reported a position in VB in Q1 2021 and has held it in 19 quarters since. The position peaked at $681K in Q4 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Financial Network Wealth Management held 1,471 shares of Vanguard Morningstar Small-Cap ETF worth $385K as of Q1 2026.
  • Financial Network Wealth Management sold 85 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $23K.
  • Vanguard Morningstar Small-Cap ETF made up 0.12% of Financial Network Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Financial Network Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • Financial Network Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $681K in Q4 2024.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.