Kiley Juergens Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Kiley Juergens 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	$1.42M	Sell	4,670 -55	-1%	-$15.8K	0.22%	82
2026 Q1	$1.24M	Buy	+4,725	New	+$1.28M	0.22%	83
2018 Q4	–	Sell	-205	Closed	-$33K	–	616
2018 Q3	$33K	Hold	205	–	–	0.02%	292
2018 Q2	$31K	Buy	+205	New	+$31.4K	0.03%	265
2018 Q1	–	Sell	-219	Closed	-$32K	–	578
2017 Q4	$32K	Buy	+219	New	+$31.7K	0.03%	269

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

Kiley Juergens Wealth Management's VB Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $15.8K and leaving 4,670 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #82.

Kiley Juergens Wealth Management first reported a position in VB in Q4 2017 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Kiley Juergens Wealth Management held 4,670 shares of Vanguard Morningstar Small-Cap ETF worth $1.42M as of Q2 2026.
Kiley Juergens Wealth Management sold 55 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $15.8K.
Vanguard Morningstar Small-Cap ETF made up 0.22% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #82 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 5 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.