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

GSB 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 		$397K Buy
1,311
+12
+0.9% +$3.44K 0.08% 171
2026
Q1 		$340K Buy
1,299
+5
+0.4% +$1.35K 0.08% 170
2025
Q4 		$334K Buy
1,294
+1
+0.1% +$256 0.08% 173
2025
Q3 		$329K Buy
1,293
+42
+3% +$10.4K 0.07% 173
2025
Q2 		$296K Buy
1,251
+13
+1% +$2.9K 0.07% 183
2025
Q1 		$274K Buy
1,238
+73
+6% +$17.4K 0.07% 177
2024
Q4 		$280K Buy
1,165
+1
+0.1% +$246 0.07% 183
2024
Q3 		$276K Sell
1,164
-177
-13% -$40.2K 0.07% 188
2024
Q2 		$292K Sell
1,341
-2
-0.1% -$439 0.08% 178
2024
Q1 		$307K Buy
1,343
+117
+10% +$25.2K 0.09% 175
2023
Q4 		$261K Buy
1,226
+1
+0.1% +$193 0.08% 181
2023
Q3 		$232K Buy
1,225
+1
+0.1% +$199 0.08% 187
2023
Q2 		$244K Sell
1,224
-48
-4% -$9.07K 0.08% 184
2023
Q1 		$241K Sell
1,272
-10
-0.8% -$1.94K 0.08% 186
2022
Q4 		$235K Sell
1,282
-50
-4% -$9.27K 0.08% 180
2022
Q3 		$228K Buy
1,332
+1
+0.1% +$189 0.08% 186
2022
Q2 		$234K Hold
1,331
– – 0.08% 193
2022
Q1 		$283K Buy
1,331
+1
+0.1% +$211 0.08% 192
2021
Q4 		$301K Buy
+1,330
New +$302K 0.09% 187
2021
Q3 		– Sell
-1,714
Closed -$386K – 217
2021
Q2 		$386K Buy
1,714
+10
+0.6% +$2.22K 0.12% 173
2021
Q1 		$365K Buy
+1,704
New +$359K 0.12% 165

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 22.9% 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

GSB Wealth Management's VB Position: Q2 2026 in Review

GSB Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.92% in Q2 2026, buying an estimated $3.44K and bringing the position to 1,311 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #171.

GSB Wealth Management first reported a position in VB in Q1 2021 and has held it in 21 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • GSB Wealth Management held 1,311 shares of Vanguard Morningstar Small-Cap ETF worth $397K as of Q2 2026.
  • GSB Wealth Management bought 12 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of GSB Wealth Management's portfolio in Q2 2026, its #171 holding.
  • GSB Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.