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Jeppson Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Jeppson Wealth Management’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 		$1.9M Sell
6,268
-75
-1% -$21.5K 0.56% 48
2026
Q1 		$1.66M Hold
6,343
– – 0.52% 50
2025
Q4 		$1.64M Buy
6,343
+48
+0.8% +$12.3K 0.52% 49
2025
Q3 		$1.6M Sell
6,295
-20
-0.3% -$4.96K 0.51% 51
2025
Q2 		$1.5M Buy
6,315
+482
+8% +$108K 0.52% 49
2025
Q1 		$1.29M Buy
5,833
+471
+9% +$112K 0.47% 54
2024
Q4 		$1.29M Sell
5,362
-2
-0% -$492 0.47% 56
2024
Q3 		$1.27M Hold
5,364
– – 0.46% 60
2024
Q2 		$1.17M Sell
5,364
-43
-0.8% -$9.44K 0.45% 60
2024
Q1 		$1.24M Sell
5,407
-2
-0% -$430 0.48% 59
2023
Q4 		$1.15M Buy
5,409
+1,124
+26% +$217K 0.48% 60
2023
Q3 		$810K Sell
4,285
-17
-0.4% -$3.39K 0.37% 72
2023
Q2 		$856K Sell
4,302
-254
-6% -$48K 0.37% 71
2023
Q1 		$864K Buy
4,556
+94
+2% +$18.2K 0.38% 67
2022
Q4 		$819K Buy
4,462
+764
+21% +$142K 0.34% 68
2022
Q3 		$632K Buy
3,698
+1,497
+68% +$283K 0.29% 82
2022
Q2 		$388K Sell
2,201
-665
-23% -$128K 0.17% 115
2022
Q1 		$609K Buy
2,866
+1,614
+129% +$340K 0.28% 81
2021
Q4 		$283K Sell
1,252
-70
-5% -$15.9K 0.14% 127
2021
Q3 		$289K Hold
1,322
– – 0.15% 117
2021
Q2 		$297K Sell
1,322
-25
-2% -$5.54K 0.16% 113
2021
Q1 		$288K Sell
1,347
-25
-2% -$5.27K 0.17% 108
2020
Q4 		$267K Hold
1,372
– – 0.18% 109
2020
Q3 		$211K Buy
+1,372
New +$211K 0.17% 110

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

Jeppson Wealth Management's VB Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $21.5K and leaving 6,268 shares worth $1.9M. The position accounts for 0.56% of the portfolio, ranked #48.

Jeppson Wealth Management first reported a position in VB in Q3 2020 and has held it in 24 quarters since. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Jeppson Wealth Management held 6,268 shares of Vanguard Morningstar Small-Cap ETF worth $1.9M as of Q2 2026.
  • Jeppson Wealth Management sold 75 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Morningstar Small-Cap ETF made up 0.56% of Jeppson Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.