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

Friedenthal Financial’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 		$19.1K Hold
63
– – 0.01% 172
2026
Q1 		$16.5K Hold
63
– – 0.01% 170
2025
Q4 		$16.3K Hold
63
– – 0.01% 172
2025
Q3 		$16K Hold
63
– – 0.01% 180
2025
Q2 		$14.9K Hold
63
– – 0.01% 179
2025
Q1 		$14K Hold
63
– – 0.01% 169
2024
Q4 		$15.1K Hold
63
– – 0.01% 196
2024
Q3 		$14.9K Hold
63
– – 0.01% 188
2024
Q2 		$13.7K Sell
63
-2
-3% -$439 0.01% 187
2024
Q1 		$14.9K Sell
65
-6
-8% -$1.29K 0.01% 187
2023
Q4 		$15.1K Buy
+71
New +$13.7K 0.01% 184

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

Friedenthal Financial's VB Position: Q2 2026 in Review

Friedenthal Financial held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 63 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #172.

Friedenthal Financial first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Friedenthal Financial held 63 shares of Vanguard Morningstar Small-Cap ETF worth $19.1K as of Q2 2026.
  • Friedenthal Financial left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of Friedenthal Financial's portfolio in Q2 2026, its #172 holding.
  • Friedenthal Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.