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Forza Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Forza Wealth 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 		$427K Hold
1,410
– – 0.13% 144
2026
Q1 		$369K Hold
1,410
– – 0.13% 151
2025
Q4 		$364K Hold
1,410
– – 0.13% 148
2025
Q3 		$359K Hold
1,410
– – 0.14% 146
2025
Q2 		$334K Buy
+1,410
New +$315K 0.14% 147

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 22.9% 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

Forza Wealth Management's VB Position: Q2 2026 in Review

Forza Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,410 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #144.

Forza Wealth Management first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Forza Wealth Management held 1,410 shares of Vanguard Morningstar Small-Cap ETF worth $427K as of Q2 2026.
  • Forza Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.13% of Forza Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Forza Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.