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Gen-Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Gen-Wealth Partners’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 		$683K Hold
2,253
– – 0.19% 114
2026
Q1 		$590K Hold
2,253
– – 0.19% 112
2025
Q4 		$581K Hold
2,253
– – 0.19% 110
2025
Q3 		$573K Hold
2,253
– – 0.19% 119
2025
Q2 		$534K Buy
2,253
+61
+3% +$13.6K 0.21% 123
2025
Q1 		$486K Hold
2,192
– – 0.2% 138
2024
Q4 		$527K Hold
2,192
– – 0.23% 124
2024
Q3 		$524K Hold
2,192
– – 0.23% 123
2024
Q2 		$478K Buy
+2,192
New +$481K 0.23% 109

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Gen-Wealth Partners's VB Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,253 shares worth $683K. The position accounts for 0.19% of the portfolio, ranked #114.

Gen-Wealth Partners first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Gen-Wealth Partners held 2,253 shares of Vanguard Morningstar Small-Cap ETF worth $683K as of Q2 2026.
  • Gen-Wealth Partners left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Gen-Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.