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

Focus Financial Network’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 		$3.36M Buy
11,079
+1,361
+14% +$390K 0.1% 155
2026
Q1 		$2.55M Sell
9,718
-10
-0.1% -$2.71K 0.09% 179
2025
Q4 		$2.51M Buy
9,728
+758
+8% +$194K 0.09% 179
2025
Q3 		$2.29M Buy
8,970
+352
+4% +$87.3K 0.08% 184
2025
Q2 		$2.05M Buy
8,618
+798
+10% +$178K 0.08% 189
2025
Q1 		$1.73M Sell
7,820
-98
-1% -$23.4K 0.07% 204
2024
Q4 		$1.9M Sell
7,918
-7,027
-47% -$1.73M 0.08% 187
2024
Q3 		$3.56M Sell
14,945
-116
-0.8% -$26.4K 0.15% 121
2024
Q2 		$3.49M Buy
15,061
+1,608
+12% +$353K 0.15% 116
2024
Q1 		$2.84M Buy
13,453
+1,643
+14% +$353K 0.14% 122
2023
Q4 		$2.52M Buy
11,810
+1,731
+17% +$334K 0.09% 176
2023
Q3 		$1.91M Sell
10,079
-63
-0.6% -$12.6K 0.11% 149
2023
Q2 		$2.02M Buy
10,142
+1,432
+16% +$271K 0.11% 149
2023
Q1 		$1.65M Buy
+8,710
New +$1.69M 0.1% 159
2021
Q4 		– Sell
-8,024
Closed -$1.75M – 447
2021
Q3 		$1.75M Buy
8,024
+4,209
+110% +$936K 0.23% 103
2021
Q2 		$859K Buy
3,815
+73
+2% +$16.2K 0.11% 172
2021
Q1 		$801K Sell
3,742
-189
-5% -$39.8K 0.09% 184
2020
Q4 		$765K Buy
3,931
+1,654
+73% +$292K 0.07% 215
2020
Q3 		$350K Sell
2,277
-366
-14% -$56.2K 0.03% 311
2020
Q2 		$385K Sell
2,643
-3,991
-60% -$536K 0.04% 268
2020
Q1 		$766K Buy
6,634
+1,461
+28% +$220K 0.1% 163
2019
Q4 		$857K Buy
+5,173
New +$824K 0.11% 175

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Focus Financial Network's VB Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $390K and bringing the position to 11,079 shares worth $3.36M. The position accounts for 0.1% of the portfolio, ranked #155.

Focus Financial Network first reported a position in VB in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.56M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Focus Financial Network held 11,079 shares of Vanguard Morningstar Small-Cap ETF worth $3.36M as of Q2 2026.
  • Focus Financial Network bought 1,361 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $390K.
  • Vanguard Morningstar Small-Cap ETF made up 0.1% of Focus Financial Network's portfolio in Q2 2026, its #155 holding.
  • Focus Financial Network first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Focus Financial Network's Vanguard Morningstar Small-Cap ETF position peaked at $3.56M in Q3 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.