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Global Financial Private Client’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Global Financial Private Client’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 		$559K Sell
1,844
-5
-0.3% -$1.43K 0.15% 155
2026
Q1 		$484K Buy
1,849
+44
+2% +$11.9K 0.16% 158
2025
Q4 		$466K Hold
1,805
– – 0.16% 150
2025
Q3 		$459K Buy
1,805
+76
+4% +$18.8K 0.16% 153
2025
Q2 		$410K Sell
1,729
-12
-0.7% -$2.68K 0.15% 155
2025
Q1 		$386K Buy
1,741
+24
+1% +$5.73K 0.15% 147
2024
Q4 		$413K Buy
1,717
+7
+0.4% +$1.72K 0.15% 147
2024
Q3 		$406K Hold
1,710
– – 0.16% 143
2024
Q2 		$373K Buy
1,710
+9
+0.5% +$1.98K 0.16% 144
2024
Q1 		$385K Buy
1,701
+22
+1% +$4.73K 0.17% 139
2023
Q4 		$358K Buy
1,679
+1,217
+263% +$234K 0.17% 140
2023
Q3 		$86.2K Hold
462
– – 0.04% 227
2023
Q2 		$92.2K Sell
462
-46
-9% -$8.69K 0.05% 227
2023
Q1 		$96.3K Hold
508
– – 0.05% 216
2022
Q4 		$93.2K Sell
508
-31
-6% -$5.75K 0.05% 206
2022
Q3 		$94.7K Sell
539
-35
-6% -$6.61K 0.05% 201
2022
Q2 		$103K Sell
574
-11
-2% -$2.12K 0.06% 186
2022
Q1 		$125K Buy
585
+123
+27% +$25.9K 0.06% 173
2021
Q4 		$104K Hold
462
– – 0.05% 199
2021
Q3 		$103K Hold
462
– – 0.05% 179
2021
Q2 		$105K Hold
462
– – 0.06% 174
2021
Q1 		$100K Sell
462
-9
-2% -$1.9K 0.07% 150
2020
Q4 		$91.9K Buy
471
+83
+21% +$14.6K 0.07% 140
2020
Q3 		$60.7K Sell
388
-21
-5% -$3.23K 0.05% 167
2020
Q2 		$59.4K Sell
409
-4,188
-91% -$562K 0.05% 189
2020
Q1 		$498K Buy
4,597
+22
+0.5% +$3.31K 0.53% 45
2019
Q4 		$758K Buy
+4,575
New +$729K 0.63% 36

Other funds holding VB

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Global Financial Private Client's VB Position: Q2 2026 in Review

Global Financial Private Client reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.27% in Q2 2026, selling an estimated $1.43K and leaving 1,844 shares worth $559K. The position accounts for 0.15% of the portfolio, ranked #155.

Global Financial Private Client first reported a position in VB in Q4 2019 and has held it in 27 quarters since. The position peaked at $758K in Q4 2019. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Global Financial Private Client held 1,844 shares of Vanguard Morningstar Small-Cap ETF worth $559K as of Q2 2026.
  • Global Financial Private Client sold 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Global Financial Private Client's portfolio in Q2 2026, its #155 holding.
  • Global Financial Private Client first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Vanguard Morningstar Small-Cap ETF position peaked at $758K in Q4 2019.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.