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John A. Wolfe & Associates’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

John A. Wolfe & Associates’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 		$380K Sell
1,253
-147
-11% -$42.1K 0.52% 23
2026
Q1 		$367K Buy
1,400
+4
+0.3% +$1.08K 0.56% 23
2025
Q4 		$360K Buy
+1,396
New +$358K 0.19% 24

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

John A. Wolfe & Associates's VB Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $42.1K and leaving 1,253 shares worth $380K. The position accounts for 0.52% of the portfolio, ranked #23.

John A. Wolfe & Associates first reported a position in VB in Q4 2025 and has held it in 3 quarters since. 2,464 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • John A. Wolfe & Associates held 1,253 shares of Vanguard Morningstar Small-Cap ETF worth $380K as of Q2 2026.
  • John A. Wolfe & Associates sold 147 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $42.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.52% of John A. Wolfe & Associates's portfolio in Q2 2026, its #23 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.