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

FSM 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 		$700K Buy
2,309
+1
+0% +$287 0.07% 149
2026
Q1 		$604K Buy
2,308
+294
+15% +$79.6K 0.08% 143
2025
Q4 		$519K Buy
2,014
+371
+23% +$95K 0.07% 163
2025
Q3 		$418K Hold
1,643
– – 0.06% 193
2025
Q2 		$395K Buy
1,643
+184
+13% +$41K 0.06% 184
2025
Q1 		$323K Buy
1,459
+616
+73% +$147K 0.07% 148
2024
Q4 		$209K Buy
+843
New +$207K 0.05% 188

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

FSM Wealth Advisors's VB Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.04% in Q2 2026, buying an estimated $287 and bringing the position to 2,309 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #149.

FSM Wealth Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • FSM Wealth Advisors held 2,309 shares of Vanguard Morningstar Small-Cap ETF worth $700K as of Q2 2026.
  • FSM Wealth Advisors bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.