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

Gladwyn Financial 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	$124K	Sell	411 -145	-26%	-$41.6K	0.08%	49
2026 Q1	$146K	Buy	556 +2	+0.4%	+$541	0.1%	48
2025 Q4	$143K	Sell	554 -22	-4%	-$5.64K	0.1%	49
2025 Q3	$147K	Buy	576 +1	+0.2%	+$248	0.11%	47
2025 Q2	$136K	Buy	+575	New	+$128K	0.11%	47

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gladwyn Financial Advisors's VB Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 26% in Q2 2026, selling an estimated $41.6K and leaving 411 shares worth $124K. The position accounts for 0.08% of the portfolio, ranked #49.

Gladwyn Financial Advisors first reported a position in VB in Q2 2025 and has held it in 5 quarters since. The position peaked at $147K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Gladwyn Financial Advisors held 411 shares of Vanguard Morningstar Small-Cap ETF worth $124K as of Q2 2026.
Gladwyn Financial Advisors sold 145 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $41.6K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #49 holding.
Gladwyn Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Gladwyn Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $147K in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.