FVWA
VB icon

Foster Victor Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Foster Victor Wealth Advisors’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 		$217K Sell
730
-435
-37% -$125K 0.01% 243
2026
Q1 		$324K Buy
1,165
+71
+6% +$19.2K 0.02% 203
2025
Q4 		$301K Buy
1,094
+1
+0.1% +$256 0.02% 197
2025
Q3 		$282K Buy
1,093
+69
+7% +$17.1K 0.02% 181
2025
Q2 		$249K Buy
+1,024
New +$228K 0.02% 176

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

Foster Victor Wealth Advisors's VB Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 37% in Q2 2026, selling an estimated $125K and leaving 730 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #243.

Foster Victor Wealth Advisors first reported a position in VB in Q2 2025 and has held it in 5 quarters since. The position peaked at $324K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Foster Victor Wealth Advisors held 730 shares of Vanguard Morningstar Small-Cap ETF worth $217K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 435 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • Foster Victor Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Foster Victor Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $324K in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.