King Wealth Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

King Wealth Management 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	$1.63M	Hold	5,381	–	–	0.18%	55
2026 Q1	$1.41M	Hold	5,381	–	–	0.18%	54
2025 Q4	$1.39M	Hold	5,381	–	–	0.17%	55
2025 Q3	$1.37M	Hold	5,381	–	–	0.17%	53
2025 Q2	$1.27M	Sell	5,381 -22	-0.4%	-$4.91K	0.17%	54
2025 Q1	$1.2M	Hold	5,403	–	–	0.18%	55
2024 Q4	$1.3M	Buy	+5,403	New	+$1.33M	0.19%	52
2014 Q4	–	Sell	-2,717	Closed	-$300K	–	118
2014 Q3	$300K	Buy	2,717 +24	+0.9%	+$2.75K	0.19%	73
2014 Q2	$304K	Hold	2,693	–	–	0.19%	78
2014 Q1	$304K	Buy	+2,693	New	+$298K	0.21%	69

Other funds holding VB

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

King Wealth Management Group's VB Position: Q2 2026 in Review

King Wealth Management Group held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 5,381 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #55.

King Wealth Management Group first reported a position in VB in Q1 2014 and has held it in 10 quarters since. 2,216 funds tracked by Wall St. Rank hold VB as of Q2 2026.

King Wealth Management Group held 5,381 shares of Vanguard Morningstar Small-Cap ETF worth $1.63M as of Q2 2026.
King Wealth Management Group left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.18% of King Wealth Management Group's portfolio in Q2 2026, its #55 holding.
King Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 10 quarters since.
2,216 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.