Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Keeler & Nadler Financial Planning & 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	$665K	Sell	2,195 -203	-8%	-$58.2K	0.19%	50
2026 Q1	$628K	Sell	2,398 -12	-0.5%	-$3.25K	0.21%	48
2025 Q4	$622K	Buy	2,410 +16	+0.7%	+$4.1K	0.22%	49
2025 Q3	$609K	Sell	2,394 -62	-3%	-$15.4K	0.22%	47
2025 Q2	$582K	Buy	2,456 +404	+20%	+$90.1K	0.23%	46
2025 Q1	$455K	Sell	2,052 -20	-1%	-$4.78K	0.21%	44
2024 Q4	$498K	Sell	2,072 -519	-20%	-$128K	0.23%	45
2024 Q3	$615K	Sell	2,591 -189	-7%	-$42.9K	0.3%	37
2024 Q2	$606K	Sell	2,780 -247	-8%	-$54.2K	0.33%	37
2024 Q1	$692K	Sell	3,027 -571	-16%	-$123K	0.42%	35
2023 Q4	$768K	Buy	+3,598	New	+$693K	0.56%	29
2022 Q4	$742K	Buy	+4,043	New	+$749K	0.67%	30
2021 Q4	$841K	Buy	+3,722	New	+$846K	0.77%	28

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 22.96% 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

Keeler & Nadler Financial Planning & Wealth Management's VB Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 8.5% in Q2 2026, selling an estimated $58.2K and leaving 2,195 shares worth $665K. The position accounts for 0.19% of the portfolio, ranked #50.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VB in Q4 2021 and has held it in 13 quarters since. The position peaked at $841K in Q4 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 2,195 shares of Vanguard Morningstar Small-Cap ETF worth $665K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 203 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $58.2K.
Vanguard Morningstar Small-Cap ETF made up 0.19% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #50 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $841K in Q4 2021.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.