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

Keyvantage Wealth’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	$6.24M	Buy	20,578 +441	+2%	+$126K	2.36%	14
2026 Q1	$5.27M	Buy	20,137 +408	+2%	+$110K	2.32%	13
2025 Q4	$5.09M	Sell	19,729 -2,031	-9%	-$520K	2.18%	13
2025 Q3	$5.53M	Buy	21,760 +287	+1%	+$71.2K	2.32%	14
2025 Q2	$5.09M	Buy	21,473 +1,461	+7%	+$326K	2.28%	14
2025 Q1	$4.44M	Buy	20,012 +18,395	+1,138%	+$4.39M	2.16%	15
2024 Q4	$388K	Buy	+1,617	New	+$398K	0.28%	62

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

Keyvantage Wealth's VB Position: Q2 2026 in Review

Keyvantage Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, buying an estimated $126K and bringing the position to 20,578 shares worth $6.24M. The position accounts for 2.36% of the portfolio, ranked #14.

Keyvantage Wealth first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Keyvantage Wealth held 20,578 shares of Vanguard Morningstar Small-Cap ETF worth $6.24M as of Q2 2026.
Keyvantage Wealth bought 441 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $126K.
Vanguard Morningstar Small-Cap ETF made up 2.36% of Keyvantage Wealth's portfolio in Q2 2026, its #14 holding.
Keyvantage Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.