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Heck Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Heck Capital 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 		$1.12M Buy
3,686
+1,295
+54% +$371K 0.07% 120
2026
Q1 		$626K Buy
2,391
+4
+0.2% +$1.08K 0.05% 133
2025
Q4 		$616K Buy
2,387
+8
+0.3% +$2.05K 0.05% 133
2025
Q3 		$606K Sell
2,379
-1,561
-40% -$387K 0.05% 132
2025
Q2 		$935K Buy
3,940
+2,770
+237% +$618K 0.08% 103
2025
Q1 		$259K Sell
1,170
-51,111
-98% -$12.2M 0.03% 144
2024
Q4 		$12.6M Buy
52,281
+51,124
+4,419% +$12.6M 0.54% 35
2024
Q3 		$275K Buy
1,157
+4
+0.3% +$909 0.03% 135
2024
Q2 		$251K Hold
1,153
– – 0.03% 133
2024
Q1 		$264K Buy
1,153
+3
+0.3% +$645 0.04% 128
2023
Q4 		$245K Buy
1,150
+6
+0.5% +$1.16K 0.04% 127
2023
Q3 		$216K Buy
1,144
+5
+0.4% +$996 0.04% 124
2023
Q2 		$227K Sell
1,139
-1,348
-54% -$255K 0.04% 116
2023
Q1 		$471K Buy
2,487
+10
+0.4% +$1.94K 0.09% 81
2022
Q4 		$455K Buy
2,477
+509
+26% +$94.3K 0.09% 91
2022
Q3 		$336K Buy
1,968
+7
+0.4% +$1.32K 0.07% 93
2022
Q2 		$345K Buy
1,961
+7
+0.4% +$1.35K 0.07% 93
2022
Q1 		$415K Buy
1,954
+2
+0.1% +$421 0.08% 91
2021
Q4 		$441K Buy
1,952
+9
+0.5% +$2.04K 0.08% 89
2021
Q3 		$425K Buy
1,943
+5
+0.3% +$1.11K 0.08% 90
2021
Q2 		$437K Buy
1,938
+273
+16% +$60.5K 0.09% 91
2021
Q1 		$356K Hold
1,665
– – 0.08% 90
2020
Q4 		$324K Buy
+1,665
New +$294K 0.08% 86

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

Heck Capital Advisors's VB Position: Q2 2026 in Review

Heck Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 54% in Q2 2026, buying an estimated $371K and bringing the position to 3,686 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #120.

Heck Capital Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.6M in Q4 2024. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Heck Capital Advisors held 3,686 shares of Vanguard Morningstar Small-Cap ETF worth $1.12M as of Q2 2026.
  • Heck Capital Advisors bought 1,295 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $371K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Heck Capital Advisors's portfolio in Q2 2026, its #120 holding.
  • Heck Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Heck Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $12.6M in Q4 2024.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.