Grey Fox Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Grey Fox Wealth 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	$259K	Buy	+856	New	+$245K	0.04%	147
2025 Q4	–	Sell	-637	Closed	-$163K	–	576
2025 Q3	$163K	Buy	+637	New	+$158K	0.03%	152
2023 Q2	–	Sell	-262	Closed	-$49.7K	–	487
2023 Q1	$49.7K	Buy	262 +1	+0.4%	+$194	0.03%	185
2022 Q4	$47.9K	Buy	+261	New	+$48.4K	0.03%	167

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 22.9% 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

Grey Fox Wealth Advisors's VB Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 856 shares worth $259K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in VB as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Grey Fox Wealth Advisors held 856 shares of Vanguard Morningstar Small-Cap ETF worth $259K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Grey Fox Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 4 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.