Kavar Capital Partners Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kavar Capital Partners 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	$742K	Hold	2,448	–	–	0.09%	113
2026 Q1	$641K	Buy	2,448 +1	+0%	+$271	0.08%	123
2025 Q4	$631K	Buy	2,447 +116	+5%	+$29.7K	0.09%	113
2025 Q3	$593K	Hold	2,331	–	–	0.08%	117
2025 Q2	$552K	Buy	2,331 +392	+20%	+$87.5K	0.08%	123
2025 Q1	$430K	Hold	1,939	–	–	0.07%	126
2024 Q4	$466K	Hold	1,939	–	–	0.08%	118
2024 Q3	$460K	Hold	1,939	–	–	0.07%	124
2024 Q2	$423K	Buy	1,939 +139	+8%	+$30.5K	0.08%	116
2024 Q1	$411K	Sell	1,800 -1,748	-49%	-$376K	0.08%	116
2023 Q4	$757K	Buy	3,548 +1,766	+99%	+$340K	0.08%	111
2023 Q3	$337K	Buy	1,782 +8	+0.5%	+$1.59K	0.07%	121
2023 Q2	$353K	Hold	1,774	–	–	0.08%	114
2023 Q1	$336K	Hold	1,774	–	–	0.07%	124
2022 Q4	$326K	Hold	1,774	–	–	0.08%	114
2022 Q3	$303K	Hold	1,774	–	–	0.08%	118
2022 Q2	$312K	Hold	1,774	–	–	0.07%	140
2022 Q1	$377K	Hold	1,774	–	–	0.08%	125
2021 Q4	$401K	Sell	1,774 -54	-3%	-$12.3K	0.08%	130
2021 Q3	$400K	Sell	1,828 -150	-8%	-$33.3K	0.09%	134
2021 Q2	$446K	Buy	+1,978	New	+$438K	0.11%	115
2019 Q3	–	Sell	-68	Closed	-$11K	–	432
2019 Q2	$11K	Buy	+68	New	+$10.5K	﹤0.01%	361

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 22.9% 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

Kavar Capital Partners Group's VB Position: Q2 2026 in Review

Kavar Capital Partners Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,448 shares worth $742K. The position accounts for 0.09% of the portfolio, ranked #113.

Kavar Capital Partners Group first reported a position in VB in Q2 2019 and has held it in 22 quarters since. The position peaked at $757K in Q4 2023. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kavar Capital Partners Group held 2,448 shares of Vanguard Morningstar Small-Cap ETF worth $742K as of Q2 2026.
Kavar Capital Partners Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.09% of Kavar Capital Partners Group's portfolio in Q2 2026, its #113 holding.
Kavar Capital Partners Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 22 quarters since.
Kavar Capital Partners Group's Vanguard Morningstar Small-Cap ETF position peaked at $757K in Q4 2023.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.