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

Heritage 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	$113K	Hold	373	–	–	﹤0.01%	255
2026 Q1	$97.7K	Hold	373	–	–	﹤0.01%	256
2025 Q4	$96.2K	Hold	373	–	–	﹤0.01%	269
2025 Q3	$94.8K	Hold	373	–	–	﹤0.01%	251
2025 Q2	$88.4K	Hold	373	–	–	﹤0.01%	257
2025 Q1	$82.7K	Sell	373 -415	-53%	-$99.1K	﹤0.01%	259
2024 Q4	$189K	Hold	788	–	–	0.01%	204
2024 Q3	$187K	Sell	788 -2	-0.3%	-$454	0.01%	218
2024 Q2	$172K	Hold	790	–	–	0.01%	213
2024 Q1	$181K	Sell	790 -3,298	-81%	-$709K	0.01%	222
2023 Q4	$872K	Buy	4,088 +2	+0%	+$385	0.04%	96
2023 Q3	$773K	Sell	4,086 -402	-9%	-$80.1K	0.04%	96
2023 Q2	$893K	Buy	4,488 +402	+10%	+$76K	0.05%	89
2023 Q1	$775K	Sell	4,086 -30	-0.7%	-$5.82K	0.04%	94
2022 Q4	$755K	Buy	4,116 +55	+1%	+$10.2K	0.04%	96
2022 Q3	$694K	Hold	4,061	–	–	0.05%	92
2022 Q2	$715K	Hold	4,061	–	–	0.05%	95
2022 Q1	$863K	Sell	4,061 -500	-11%	-$105K	0.05%	93
2021 Q4	$1.03M	Hold	4,561	–	–	0.06%	93
2021 Q3	$997K	Hold	4,561	–	–	0.06%	82
2021 Q2	$1.03M	Buy	4,561 +2,308	+102%	+$511K	0.06%	80
2021 Q1	$482K	Hold	2,253	–	–	0.03%	140
2020 Q4	$439K	Hold	2,253	–	–	0.03%	140
2020 Q3	$347K	Hold	2,253	–	–	0.04%	113
2020 Q2	$328K	Hold	2,253	–	–	0.05%	113
2020 Q1	$260K	Hold	2,253	–	–	0.05%	114
2019 Q4	$373K	Buy	2,253 +2,165	+2,460%	+$345K	0.05%	125
2019 Q3	$13K	Sell	88 -80	-48%	-$12.4K	﹤0.01%	381
2019 Q2	$26.4K	Buy	+168	New	+$26K	﹤0.01%	312

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

Heritage Wealth Advisors's VB Position: Q2 2026 in Review

Heritage Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 373 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Heritage Wealth Advisors first reported a position in VB in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.03M in Q4 2021. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Heritage Wealth Advisors held 373 shares of Vanguard Morningstar Small-Cap ETF worth $113K as of Q2 2026.
Heritage Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #255 holding.
Heritage Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Heritage Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.03M in Q4 2021.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.