Harmony Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Harmony Asset 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	$1.5M	Buy	4,959 +247	+5%	+$70.8K	0.4%	61
2026 Q1	$1.23M	Buy	4,712 +205	+5%	+$55.5K	0.38%	67
2025 Q4	$1.16M	Buy	4,507 +1,262	+39%	+$323K	0.39%	68
2025 Q3	$825K	Buy	3,245 +627	+24%	+$155K	0.28%	86
2025 Q2	$620K	Buy	2,618 +206	+9%	+$46K	0.23%	101
2025 Q1	$535K	Buy	2,412 +418	+21%	+$99.8K	0.22%	101
2024 Q4	$479K	Buy	1,994 +57	+3%	+$14K	0.19%	102
2024 Q3	$459K	Buy	1,937 +312	+19%	+$70.9K	0.17%	109
2024 Q2	$354K	Sell	1,625 -44	-3%	-$9.66K	0.15%	113
2024 Q1	$382K	Buy	+1,669	New	+$359K	0.16%	105

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

Harmony Asset Management's VB Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 4,959 shares worth $1.5M. The position accounts for 0.4% of the portfolio, ranked #61.

Harmony Asset Management first reported a position in VB in Q1 2024 and has held it in 10 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Harmony Asset Management held 4,959 shares of Vanguard Morningstar Small-Cap ETF worth $1.5M as of Q2 2026.
Harmony Asset Management bought 247 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $70.8K.
Vanguard Morningstar Small-Cap ETF made up 0.4% of Harmony Asset Management's portfolio in Q2 2026, its #61 holding.
Harmony Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.