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

Florida Financial 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	$643K	Buy	2,122 +76	+4%	+$21.8K	0.11%	175
2026 Q1	$536K	Buy	2,046 +276	+16%	+$74.7K	0.13%	160
2025 Q4	$457K	Sell	1,770 -53	-3%	-$13.6K	0.12%	157
2025 Q3	$464K	Buy	1,823 +13	+0.7%	+$3.22K	0.14%	155
2025 Q2	$429K	Sell	1,810 -662	-27%	-$148K	0.14%	159
2025 Q1	$548K	Sell	2,472 -1,740	-41%	-$416K	0.22%	99
2024 Q4	$1.01M	Buy	4,212 +1,701	+68%	+$419K	0.45%	48
2024 Q3	$595K	Buy	2,511 +657	+35%	+$149K	0.31%	67
2024 Q2	$474K	Buy	1,854 +293	+19%	+$64.3K	0.28%	70
2024 Q1	$357K	Buy	1,561 +586	+60%	+$126K	0.26%	67
2023 Q4	$208K	Buy	+975	New	+$188K	0.19%	102

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

Florida Financial Advisors's VB Position: Q2 2026 in Review

Florida Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,122 shares worth $643K. The position accounts for 0.11% of the portfolio, ranked #175.

Florida Financial Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Florida Financial Advisors held 2,122 shares of Vanguard Morningstar Small-Cap ETF worth $643K as of Q2 2026.
Florida Financial Advisors bought 76 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $21.8K.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Florida Financial Advisors's portfolio in Q2 2026, its #175 holding.
Florida Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.01M in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.