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Forum Financial Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Forum Financial Management’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 		$476K Sell
1,571
-57
-4% -$16.3K 0.01% 218
2026
Q1 		$426K Buy
1,628
+444
+38% +$120K 0.01% 218
2025
Q4 		$305K Sell
1,184
-25
-2% -$6.41K ﹤0.01% 738
2025
Q3 		$307K Sell
1,209
-26
-2% -$6.45K ﹤0.01% 724
2025
Q2 		$293K Sell
1,235
-35
-3% -$7.81K ﹤0.01% 684
2025
Q1 		$282K Buy
1,270
+175
+16% +$41.8K ﹤0.01% 623
2024
Q4 		$263K Buy
1,095
+81
+8% +$19.9K ﹤0.01% 693
2024
Q3 		$241K Sell
1,014
-215
-17% -$48.9K ﹤0.01% 630
2024
Q2 		$268K Sell
1,229
-912
-43% -$200K ﹤0.01% 526
2024
Q1 		$489K Buy
2,141
+912
+74% +$196K 0.01% 329
2023
Q4 		$262K Sell
1,229
-912
-43% -$176K ﹤0.01% 518
2023
Q3 		$405K Buy
2,141
+16
+0.8% +$3.19K 0.01% 336
2023
Q2 		$423K Sell
2,125
-44
-2% -$8.31K 0.01% 328
2023
Q1 		$411K Sell
2,169
-222
-9% -$43.1K 0.01% 309
2022
Q4 		$439K Hold
2,391
– – 0.01% 282
2022
Q3 		$409K Hold
2,391
– – 0.02% 268
2022
Q2 		$421K Buy
2,391
+199
+9% +$38.4K 0.02% 264
2022
Q1 		$465K Sell
2,192
-127
-5% -$26.7K 0.02% 254
2021
Q4 		$524K Buy
+2,319
New +$527K 0.03% 232

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

Forum Financial Management's VB Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.5% in Q2 2026, selling an estimated $16.3K and leaving 1,571 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #218.

Forum Financial Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $524K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Forum Financial Management held 1,571 shares of Vanguard Morningstar Small-Cap ETF worth $476K as of Q2 2026.
  • Forum Financial Management sold 57 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #218 holding.
  • Forum Financial Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard Morningstar Small-Cap ETF position peaked at $524K in Q4 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.