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Fortitude Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Fortitude Advisory Group’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 		$704K Buy
2,323
+289
+14% +$82.8K 0.27% 83
2026
Q1 		$533K Buy
2,034
+483
+31% +$131K 0.24% 90
2025
Q4 		$400K Sell
1,551
-214
-12% -$54.8K 0.17% 102
2025
Q3 		$449K Buy
1,765
+537
+44% +$133K 0.24% 88
2025
Q2 		$291K Sell
1,228
-126
-9% -$28.1K 0.17% 139
2025
Q1 		$278K Sell
1,354
-999
-42% -$239K 0.2% 123
2024
Q4 		$565K Buy
2,353
+108
+5% +$26.6K 0.34% 60
2024
Q3 		$533K Sell
2,245
-233
-9% -$52.9K 0.34% 62
2024
Q2 		$540K Buy
2,478
+155
+7% +$34K 0.32% 61
2024
Q1 		$531K Buy
2,323
+141
+6% +$30.3K 0.3% 75
2023
Q4 		$465K Sell
2,182
-86
-4% -$16.6K 0.28% 76
2023
Q3 		$429K Buy
2,268
+116
+5% +$23.1K 0.29% 77
2023
Q2 		$428K Buy
2,152
+267
+14% +$50.5K 0.31% 81
2023
Q1 		$357K Buy
1,885
+215
+13% +$41.7K 0.28% 94
2022
Q4 		$307K Buy
+1,670
New +$310K 0.26% 115
2022
Q2 		– Sell
-1,573
Closed -$334K – 1238
2022
Q1 		$334K Buy
1,573
+90
+6% +$18.9K 0.18% 109
2021
Q4 		$335K Buy
+1,483
New +$337K 0.17% 115

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

Fortitude Advisory Group's VB Position: Q2 2026 in Review

Fortitude Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $82.8K and bringing the position to 2,323 shares worth $704K. The position accounts for 0.27% of the portfolio, ranked #83.

Fortitude Advisory Group first reported a position in VB in Q4 2021 and has held it in 17 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Fortitude Advisory Group held 2,323 shares of Vanguard Morningstar Small-Cap ETF worth $704K as of Q2 2026.
  • Fortitude Advisory Group bought 289 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $82.8K.
  • Vanguard Morningstar Small-Cap ETF made up 0.27% of Fortitude Advisory Group's portfolio in Q2 2026, its #83 holding.
  • Fortitude Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.