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Horizon Family Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Horizon Family Wealth’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 		$3.79M Sell
12,510
-222
-2% -$63.6K 1.73% 17
2026
Q1 		$3.33M Buy
12,732
+55
+0.4% +$14.9K 1.76% 15
2025
Q4 		$3.27M Sell
12,677
-7,616
-38% -$1.95M 1.74% 16
2025
Q3 		$5.16M Buy
20,293
+86
+0.4% +$21.3K 2.97% 9
2025
Q2 		$4.79M Sell
20,207
-7
-0% -$1.56K 2.92% 9
2025
Q1 		$4.48M Buy
20,214
+3,752
+23% +$896K 2.99% 10
2024
Q4 		$3.96M Buy
16,462
+7,323
+80% +$1.8M 2.63% 10
2024
Q3 		$2.17M Buy
9,139
+50
+0.6% +$11.4K 1.55% 15
2024
Q2 		$1.98M Buy
9,089
+681
+8% +$150K 1.51% 15
2024
Q1 		$1.92M Buy
8,408
+294
+4% +$63.2K 1.48% 15
2023
Q4 		$1.73M Buy
8,114
+35
+0.4% +$6.74K 1.46% 13
2023
Q3 		$1.53M Buy
8,079
+19
+0.2% +$3.79K 1.48% 13
2023
Q2 		$1.6M Buy
8,060
+229
+3% +$43.3K 1.53% 15
2023
Q1 		$1.48M Buy
7,831
+75
+1% +$14.5K 1.57% 13
2022
Q4 		$1.42M Buy
7,756
+121
+2% +$22.4K 1.64% 13
2022
Q3 		$1.3M Buy
7,635
+23
+0.3% +$4.34K 1.59% 18
2022
Q2 		$1.34M Buy
7,612
+284
+4% +$54.8K 1.56% 17
2022
Q1 		$1.56M Buy
7,328
+176
+2% +$37K 1.54% 16
2021
Q4 		$1.62M Buy
+7,152
New +$1.63M 1.65% 16

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

Horizon Family Wealth's VB Position: Q2 2026 in Review

Horizon Family Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, selling an estimated $63.6K and leaving 12,510 shares worth $3.79M. The position accounts for 1.73% of the portfolio, ranked #17.

Horizon Family Wealth first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.16M in Q3 2025. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Horizon Family Wealth held 12,510 shares of Vanguard Morningstar Small-Cap ETF worth $3.79M as of Q2 2026.
  • Horizon Family Wealth sold 222 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $63.6K.
  • Vanguard Morningstar Small-Cap ETF made up 1.73% of Horizon Family Wealth's portfolio in Q2 2026, its #17 holding.
  • Horizon Family Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Horizon Family Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $5.16M in Q3 2025.
  • 2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.