FinDec Wealth Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

FinDec Wealth Services’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	$4.31M	Sell	14,205 -789	-5%	-$226K	5.09%	8
2026 Q1	$3.93M	Sell	14,994 -2,266	-13%	-$613K	4.8%	8
2025 Q4	$4.45M	Sell	17,260 -968	-5%	-$248K	4.77%	8
2025 Q3	$4.64M	Sell	18,228 -709	-4%	-$176K	4.8%	8
2025 Q2	$4.49M	Sell	18,937 -1,453	-7%	-$324K	4.69%	8
2025 Q1	$4.52M	Buy	20,390 +12,210	+149%	+$2.92M	4.47%	8
2024 Q4	$1.97M	Sell	8,180 -1,148	-12%	-$282K	1.36%	22
2024 Q3	$2.21M	Buy	9,328 +10	+0.1%	+$2.27K	1.28%	24
2024 Q2	$2.03M	Sell	9,318 -4,448	-32%	-$977K	1.28%	25
2024 Q1	$3.15M	Sell	13,766 -83	-0.6%	-$17.9K	1.98%	21
2023 Q4	$2.95M	Sell	13,849 -3,351	-19%	-$646K	1.97%	21
2023 Q3	$3.25M	Buy	17,200 +3	+0%	+$598	2.35%	18
2023 Q2	$3.42M	Buy	17,197 +358	+2%	+$67.7K	2.39%	18
2023 Q1	$3.19M	Sell	16,839 -242	-1%	-$46.9K	2.41%	17
2022 Q4	$3.14M	Buy	+17,081	New	+$3.17M	2.59%	16

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

FinDec Wealth Services's VB Position: Q2 2026 in Review

FinDec Wealth Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.3% in Q2 2026, selling an estimated $226K and leaving 14,205 shares worth $4.31M. The position accounts for 5.09% of the portfolio, ranked #8.

FinDec Wealth Services first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.64M in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

FinDec Wealth Services held 14,205 shares of Vanguard Morningstar Small-Cap ETF worth $4.31M as of Q2 2026.
FinDec Wealth Services sold 789 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $226K.
Vanguard Morningstar Small-Cap ETF made up 5.09% of FinDec Wealth Services's portfolio in Q2 2026, its #8 holding.
FinDec Wealth Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
FinDec Wealth Services's Vanguard Morningstar Small-Cap ETF position peaked at $4.64M in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.