Global Wealth Management Investment Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Global Wealth Management Investment Advisory’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	$1.77M	Sell	5,848 -129	-2%	-$37K	0.25%	80
2026 Q1	$1.57M	Sell	5,977 -290	-5%	-$78.5K	0.25%	81
2025 Q4	$1.62M	Buy	6,267 +89	+1%	+$22.8K	0.26%	78
2025 Q3	$1.57M	Sell	6,178 -238	-4%	-$59K	0.26%	85
2025 Q2	$1.52M	Buy	6,416 +167	+3%	+$37.3K	0.29%	83
2025 Q1	$1.39M	Sell	6,249 -210	-3%	-$50.2K	0.28%	85
2024 Q4	$1.55M	Buy	6,459 +294	+5%	+$72.3K	0.32%	84
2024 Q3	$1.46M	Buy	6,165 +158	+3%	+$35.9K	0.32%	83
2024 Q2	$1.31M	Sell	6,007 -334	-5%	-$73.3K	0.3%	81
2024 Q1	$1.45M	Sell	6,341 -836	-12%	-$180K	0.36%	75
2023 Q4	$1.53M	Sell	7,177 -232	-3%	-$44.7K	0.39%	70
2023 Q3	$1.4M	Sell	7,409 -274	-4%	-$54.6K	0.39%	72
2023 Q2	$1.53M	Sell	7,683 -312	-4%	-$59K	0.42%	65
2023 Q1	$1.52M	Buy	7,995 +787	+11%	+$153K	0.46%	65
2022 Q4	$1.32M	Sell	7,208 -66	-0.9%	-$12.2K	0.43%	68
2022 Q3	$1.24M	Sell	7,274 -67	-0.9%	-$12.7K	0.44%	68
2022 Q2	$1.29M	Sell	7,341 -335	-4%	-$64.7K	0.44%	67
2022 Q1	$1.63M	Buy	7,676 +133	+2%	+$28K	0.49%	68
2021 Q4	$1.71M	Sell	7,543 -180	-2%	-$40.9K	0.51%	66
2021 Q3	$1.69M	Buy	7,723 +21	+0.3%	+$4.67K	0.53%	67
2021 Q2	$1.74M	Buy	7,702 +159	+2%	+$35.2K	0.58%	63
2021 Q1	$1.61M	Sell	7,543 -1,353	-15%	-$285K	0.58%	63
2020 Q4	$1.73M	Sell	8,896 -124	-1%	-$21.9K	0.67%	55
2020 Q3	$1.39M	Buy	9,020 +46	+0.5%	+$7.07K	0.6%	61
2020 Q2	$1.31M	Buy	8,974 +3,324	+59%	+$446K	0.56%	64
2020 Q1	$652K	Buy	5,650 +236	+4%	+$35.5K	0.33%	74
2019 Q4	$897K	Buy	5,414 +199	+4%	+$31.7K	0.38%	72
2019 Q3	$803K	Buy	5,215 +148	+3%	+$22.9K	0.37%	70
2019 Q2	$794K	Buy	5,067 +45	+0.9%	+$6.95K	0.38%	72
2019 Q1	$767K	Buy	5,022 +214	+4%	+$31.8K	0.4%	71
2018 Q4	$635K	Buy	+4,808	New	+$700K	0.37%	77

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

Global Wealth Management Investment Advisory's VB Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, selling an estimated $37K and leaving 5,848 shares worth $1.77M. The position accounts for 0.25% of the portfolio, ranked #80.

Global Wealth Management Investment Advisory first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Global Wealth Management Investment Advisory held 5,848 shares of Vanguard Morningstar Small-Cap ETF worth $1.77M as of Q2 2026.
Global Wealth Management Investment Advisory sold 129 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $37K.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #80 holding.
Global Wealth Management Investment Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.