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Journey Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Journey 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 		$260K Buy
859
+11
+1% +$3.15K 0.02% 251
2026
Q1 		$222K Sell
848
-771
-48% -$209K 0.02% 235
2025
Q4 		$418K Sell
1,619
-491
-23% -$126K 0.04% 202
2025
Q3 		$537K Hold
2,110
– – 0.04% 186
2025
Q2 		$500K Sell
2,110
-25
-1% -$5.58K 0.04% 200
2025
Q1 		$473K Sell
2,135
-3,290
-61% -$786K 0.04% 196
2024
Q4 		$1.18M Hold
5,425
– – 0.14% 103
2024
Q3 		$1.18M Hold
5,425
– – 0.14% 103
2024
Q2 		$1.18M Sell
5,425
-3,244
-37% -$712K 0.14% 103
2024
Q1 		$1.98M Sell
8,669
-432
-5% -$92.9K 0.24% 86
2023
Q4 		$1.94M Sell
9,101
-78
-0.8% -$15K 0.26% 84
2023
Q3 		$1.74M Sell
9,179
-24
-0.3% -$4.78K 0.26% 86
2023
Q2 		$1.83M Sell
9,203
-4,539
-33% -$858K 0.27% 86
2023
Q1 		$2.61M Buy
13,742
+8,701
+173% +$1.69M 0.41% 72
2022
Q4 		$925K Sell
5,041
-1,532
-23% -$284K 0.23% 95
2022
Q3 		$1.12M Sell
6,573
-373
-5% -$70.4K 0.29% 77
2022
Q2 		$1.35M Buy
6,946
+944
+16% +$182K 0.31% 73
2022
Q1 		$1.27M Sell
6,002
-30
-0.5% -$6.32K 0.32% 73
2021
Q4 		$1.36M Buy
6,032
+143
+2% +$32.5K 0.38% 59
2021
Q3 		$1.29M Sell
5,889
-83
-1% -$18.5K 0.42% 60
2021
Q2 		$1.34M Sell
5,972
-126
-2% -$27.9K 0.43% 61
2021
Q1 		$1.3M Buy
6,098
+384
+7% +$80.9K 0.46% 61
2020
Q4 		$1.11M Buy
+5,714
New +$1.01M 0.42% 61

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Journey Advisory Group's VB Position: Q2 2026 in Review

Journey Advisory Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.3% in Q2 2026, buying an estimated $3.15K and bringing the position to 859 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #251.

Journey Advisory Group first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.61M in Q1 2023. 1,998 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Journey Advisory Group held 859 shares of Vanguard Morningstar Small-Cap ETF worth $260K as of Q2 2026.
  • Journey Advisory Group bought 11 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.15K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #251 holding.
  • Journey Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $2.61M in Q1 2023.
  • 1,998 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.