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

Heritage Wealth Management (Texas)’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
Q1 		$213K Hold
814
– – 0.09% 37
2025
Q4 		$210K Hold
814
– – 0.09% 35
2025
Q3 		$207K Buy
+814
New +$202K 0.09% 36

Other funds holding VB

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Heritage Wealth Management (Texas)'s VB Position: Q1 2026 in Review

Heritage Wealth Management (Texas) held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q1 2026 at 814 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #37.

Heritage Wealth Management (Texas) first reported a position in VB in Q3 2025 and has held it in 3 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Heritage Wealth Management (Texas) held 814 shares of Vanguard Morningstar Small-Cap ETF worth $213K as of Q1 2026.
  • Heritage Wealth Management (Texas) left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #37 holding.
  • Heritage Wealth Management (Texas) first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.