High Net Worth Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

High Net Worth Advisory Group’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	$1.82M	Sell	5,991 -193	-3%	-$55.3K	0.39%	61
2026 Q1	$1.62M	Sell	6,184 -127	-2%	-$34.4K	0.38%	62
2025 Q4	$1.63M	Buy	6,311 +561	+10%	+$144K	0.38%	63
2025 Q3	$1.46M	Buy	5,750 +1,763	+44%	+$437K	0.35%	64
2025 Q2	$945K	Sell	3,987 -2,004	-33%	-$447K	0.25%	86
2025 Q1	$1.33M	Buy	5,991 +1,888	+46%	+$451K	0.38%	65
2024 Q4	$987K	Buy	4,103 +617	+18%	+$152K	0.28%	82
2024 Q3	$827K	Buy	3,486 +2,277	+188%	+$517K	0.23%	96
2024 Q2	$264K	Buy	1,209 +280	+30%	+$61.5K	0.08%	175
2024 Q1	$213K	Buy	+929	New	+$200K	0.07%	202
2023 Q1	–	Sell	-45	Closed	-$8.26K	–	554
2022 Q4	$8.26K	Hold	45	–	–	﹤0.01%	517
2022 Q3	$8K	Hold	45	–	–	﹤0.01%	564
2022 Q2	$8K	Hold	45	–	–	﹤0.01%	550
2022 Q1	$10K	Hold	45	–	–	﹤0.01%	533
2021 Q4	$10K	Buy	+45	New	+$10.2K	﹤0.01%	545

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

High Net Worth Advisory Group's VB Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q2 2026, selling an estimated $55.3K and leaving 5,991 shares worth $1.82M. The position accounts for 0.39% of the portfolio, ranked #61.

High Net Worth Advisory Group first reported a position in VB in Q4 2021 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

High Net Worth Advisory Group held 5,991 shares of Vanguard Morningstar Small-Cap ETF worth $1.82M as of Q2 2026.
High Net Worth Advisory Group sold 193 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $55.3K.
Vanguard Morningstar Small-Cap ETF made up 0.39% of High Net Worth Advisory Group's portfolio in Q2 2026, its #61 holding.
High Net Worth Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 15 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.