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Graves Light Lenhart Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Graves Light Lenhart Wealth’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 		$3.39M Sell
11,182
-14
-0.1% -$4.01K 0.32% 49
2026
Q1 		$2.93M Buy
11,196
+126
+1% +$34.1K 0.31% 51
2025
Q4 		$2.86M Buy
11,070
+137
+1% +$35.1K 0.3% 51
2025
Q3 		$2.78M Buy
10,933
+258
+2% +$64K 0.31% 53
2025
Q2 		$2.53M Hold
10,675
– – 0.3% 54
2025
Q1 		$2.37M Buy
10,675
+27
+0.3% +$6.45K 0.29% 55
2024
Q4 		$2.56M Hold
10,648
– – 0.32% 55
2024
Q3 		$2.53M Sell
10,648
-504
-5% -$115K 0.31% 57
2024
Q2 		$2.41M Hold
11,152
– – 0.28% 58
2024
Q1 		$2.55M Sell
11,152
-101
-0.9% -$21.7K 0.3% 55
2023
Q4 		$2.4M Sell
11,253
-183
-2% -$35.3K 0.3% 58
2023
Q3 		$2.12M Buy
11,436
+29
+0.3% +$5.78K 0.29% 58
2023
Q2 		$2.27M Hold
11,407
– – 0.31% 60
2023
Q1 		$2.16M Buy
11,407
+405
+4% +$78.5K 0.33% 58
2022
Q4 		$2.02M Buy
11,002
+1,145
+12% +$212K 0.31% 66
2022
Q3 		$1.69M Buy
9,857
+193
+2% +$36.4K 0.28% 67
2022
Q2 		$1.7M Buy
9,664
+6,841
+242% +$1.32M 0.26% 67
2022
Q1 		$600K Buy
2,823
+20
+0.7% +$4.21K 0.08% 101
2021
Q4 		$634K Buy
2,803
+35
+1% +$7.95K 0.09% 98
2021
Q3 		$605K Hold
2,768
– – 0.1% 93
2021
Q2 		$624K Hold
2,768
– – 0.1% 90
2021
Q1 		$593K Sell
2,768
-28
-1% -$5.9K 0.1% 91
2020
Q4 		$544K Sell
2,796
-33
-1% -$5.82K 0.1% 91
2020
Q3 		$435K Sell
2,829
-10
-0.4% -$1.54K 0.1% 96
2020
Q2 		$414K Buy
2,839
+370
+15% +$49.7K 0.1% 98
2020
Q1 		$285K Buy
2,469
+36
+1% +$5.41K 0.08% 115
2019
Q4 		$403K Hold
2,433
– – 0.08% 113
2019
Q3 		$381K Buy
2,433
+190
+8% +$29.5K 0.08% 117
2019
Q2 		$351K Buy
2,243
+14
+0.6% +$2.16K 0.08% 111
2019
Q1 		$341K Buy
+2,229
New +$331K 0.09% 102

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

Graves Light Lenhart Wealth's VB Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q2 2026, selling an estimated $4.01K and leaving 11,182 shares worth $3.39M. The position accounts for 0.32% of the portfolio, ranked #49.

Graves Light Lenhart Wealth first reported a position in VB in Q1 2019 and has held it in 30 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Graves Light Lenhart Wealth held 11,182 shares of Vanguard Morningstar Small-Cap ETF worth $3.39M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 14 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.01K.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #49 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.