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KFA Private Wealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

KFA Private Wealth 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 		$4.79M Sell
15,811
-2,577
-14% -$739K 1.15% 19
2026
Q1 		$4.82M Sell
18,388
-289
-2% -$78.2K 1.16% 20
2025
Q4 		$4.82M Buy
18,677
+4,273
+30% +$1.09M 1.17% 20
2025
Q3 		$3.66M Sell
14,404
-525
-4% -$130K 1.05% 20
2025
Q2 		$3.54M Sell
14,929
-32
-0.2% -$7.14K 1.1% 20
2025
Q1 		$3.32M Buy
14,961
+1,282
+9% +$306K 1.16% 20
2024
Q4 		$3.29M Buy
13,679
+82
+0.6% +$20.2K 1.38% 18
2024
Q3 		$3.23M Sell
13,597
-3,103
-19% -$705K 1.54% 16
2024
Q2 		$3.64M Sell
16,700
-66
-0.4% -$14.5K 1.88% 12
2024
Q1 		$3.83M Buy
16,766
+869
+5% +$187K 1.19% 15
2023
Q4 		$3.39M Buy
15,897
+1,281
+9% +$247K 1.22% 16
2023
Q3 		$2.76M Sell
14,616
-145
-1% -$28.9K 1.15% 15
2023
Q2 		$2.94M Sell
14,761
-230
-2% -$43.5K 1.22% 15
2023
Q1 		$2.84M Sell
14,991
-297
-2% -$57.6K 1.29% 15
2022
Q4 		$2.81M Buy
15,288
+104
+0.7% +$19.3K 1.43% 14
2022
Q3 		$2.6M Sell
15,184
-5
-0% -$944 1.38% 15
2022
Q2 		$2.67M Buy
15,189
+1,868
+14% +$361K 1.48% 15
2022
Q1 		$2.83M Buy
13,321
+130
+1% +$27.4K 1.42% 16
2021
Q4 		$2.98M Buy
13,191
+253
+2% +$57.5K 1.48% 17
2021
Q3 		$2.83M Buy
12,938
+132
+1% +$29.3K 1.55% 16
2021
Q2 		$2.88M Buy
12,806
+269
+2% +$59.6K 1.58% 15
2021
Q1 		$2.68M Buy
12,537
+648
+5% +$137K 1.57% 16
2020
Q4 		$2.31M Buy
11,889
+1,075
+10% +$190K 1.47% 17
2020
Q3 		$1.66M Buy
10,814
+4,358
+68% +$669K 1.25% 17
2020
Q2 		$941K Buy
6,456
+3,165
+96% +$425K 0.9% 21
2020
Q1 		$380K Buy
+3,291
New +$495K 0.45% 29

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

KFA Private Wealth Group's VB Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, selling an estimated $739K and leaving 15,811 shares worth $4.79M. The position accounts for 1.15% of the portfolio, ranked #19.

KFA Private Wealth Group first reported a position in VB in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.82M in Q4 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • KFA Private Wealth Group held 15,811 shares of Vanguard Morningstar Small-Cap ETF worth $4.79M as of Q2 2026.
  • KFA Private Wealth Group sold 2,577 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $739K.
  • Vanguard Morningstar Small-Cap ETF made up 1.15% of KFA Private Wealth Group's portfolio in Q2 2026, its #19 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • KFA Private Wealth Group's Vanguard Morningstar Small-Cap ETF position peaked at $4.82M in Q4 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.