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Golden State Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Golden State Wealth Management’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 		$979K Sell
3,229
-50
-2% -$14.3K 0.09% 184
2026
Q1 		$859K Sell
3,279
-83
-2% -$22.5K 0.09% 177
2025
Q4 		$867K Sell
3,362
-110
-3% -$28.2K 0.09% 171
2025
Q3 		$883K Buy
3,472
+26
+0.8% +$6.45K 0.1% 161
2025
Q2 		$817K Buy
3,446
+210
+6% +$46.8K 0.1% 163
2025
Q1 		$718K Sell
3,236
-75
-2% -$17.9K 0.11% 155
2024
Q4 		$796K Buy
+3,311
New +$815K 0.12% 142
2022
Q1 		$674K Buy
3,172
+118
+4% +$24.8K 0.13% 146
2021
Q4 		$690K Buy
3,054
+129
+4% +$29.3K 0.12% 168
2021
Q3 		$640K Hold
2,925
– – 0.14% 140
2021
Q2 		$659K Sell
2,925
-421
-13% -$93.3K 0.15% 132
2021
Q1 		$716K Buy
3,346
+489
+17% +$103K 0.24% 75
2020
Q4 		$556K Buy
2,857
+408
+17% +$72K 0.16% 114
2020
Q3 		$377K Sell
2,449
-1,396
-36% -$214K 0.13% 123
2020
Q2 		$551K Buy
3,845
+1,671
+77% +$224K 0.18% 94
2020
Q1 		$251K Buy
+2,174
New +$327K 0.11% 126
2019
Q4 		– Sell
-2,365
Closed -$364K – 897
2019
Q3 		$364K Buy
2,365
+139
+6% +$21.6K 0.12% 139
2019
Q2 		$348K Buy
2,226
+166
+8% +$25.7K 0.11% 152
2019
Q1 		$315K Buy
+2,060
New +$306K 0.11% 162

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

Golden State Wealth Management's VB Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, selling an estimated $14.3K and leaving 3,229 shares worth $979K. The position accounts for 0.09% of the portfolio, ranked #184.

Golden State Wealth Management first reported a position in VB in Q1 2019 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Golden State Wealth Management held 3,229 shares of Vanguard Morningstar Small-Cap ETF worth $979K as of Q2 2026.
  • Golden State Wealth Management sold 50 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Golden State Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.