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Flywheel Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Flywheel Private Wealth’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 		$780K Sell
2,571
-1
-0% -$287 0.38% 36
2026
Q1 		$674K Hold
2,572
– – 0.38% 36
2025
Q4 		$663K Hold
2,572
– – 0.41% 32
2025
Q3 		$654K Sell
2,572
-72
-3% -$17.9K 0.51% 29
2025
Q2 		$626K Sell
2,644
-480
-15% -$107K 0.5% 32
2025
Q1 		$693K Sell
3,124
-106
-3% -$25.3K 0.63% 27
2024
Q4 		$776K Buy
+3,230
New +$795K 0.71% 25

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Flywheel Private Wealth's VB Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.04% in Q2 2026, selling an estimated $287 and leaving 2,571 shares worth $780K. The position accounts for 0.38% of the portfolio, ranked #36.

Flywheel Private Wealth first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Flywheel Private Wealth held 2,571 shares of Vanguard Morningstar Small-Cap ETF worth $780K as of Q2 2026.
  • Flywheel Private Wealth sold 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.38% of Flywheel Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Flywheel Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.