Heritage Wealth Management (Ohio)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.07M	Buy	+3,533	New	+$1.01M	0.27%	94
2026 Q1	–	Sell	-3,587	Closed	-$925K	–	249
2025 Q4	$925K	Buy	3,587 +56	+2%	+$14.3K	0.26%	97
2025 Q3	$898K	Sell	3,531 -285	-7%	-$70.7K	0.26%	96
2025 Q2	$904K	Sell	3,816 -949	-20%	-$212K	0.29%	88
2025 Q1	$1.06M	Sell	4,765 -424	-8%	-$101K	0.36%	73
2024 Q4	$1.25M	Buy	5,189 +131	+3%	+$32.2K	0.41%	62
2024 Q3	$1.2M	Sell	5,058 -325	-6%	-$73.8K	0.39%	67
2024 Q2	$1.17M	Buy	+5,383	New	+$1.18M	0.39%	69

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 Management (Ohio)'s VB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 3,533 shares worth $1.07M. The stake represents 0.27% of the portfolio and ranks #94 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VB as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,533 shares of Vanguard Morningstar Small-Cap ETF worth $1.07M as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.27% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #94 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Vanguard Morningstar Small-Cap ETF position peaked at $1.25M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.