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

Kingsview 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 		$6.37M Buy
21,005
+3,622
+21% +$1.04M 0.08% 232
2026
Q1 		$4.55M Buy
17,383
+2,136
+14% +$578K 0.06% 316
2025
Q4 		$3.93M Buy
15,247
+2,365
+18% +$606K 0.06% 322
2025
Q3 		$3.28M Buy
12,882
+500
+4% +$124K 0.05% 359
2025
Q2 		$2.93M Sell
12,382
-1,980
-14% -$442K 0.05% 358
2025
Q1 		$3.18M Sell
14,362
-1,258
-8% -$300K 0.06% 284
2024
Q4 		$3.75M Buy
15,620
+1,722
+12% +$424K 0.07% 254
2024
Q3 		$3.3M Buy
13,898
+735
+6% +$167K 0.07% 258
2024
Q2 		$2.87M Buy
13,163
+6,147
+88% +$1.35M 0.07% 266
2024
Q1 		$1.6M Buy
7,016
+640
+10% +$138K 0.04% 388
2023
Q4 		$1.36M Sell
6,376
-7,177
-53% -$1.38M 0.04% 378
2023
Q3 		$2.56M Buy
13,553
+7,317
+117% +$1.46M 0.09% 232
2023
Q2 		$1.24M Buy
6,236
+616
+11% +$116K 0.05% 342
2023
Q1 		$1.07M Sell
5,620
-994
-15% -$193K 0.04% 385
2022
Q4 		$1.21M Buy
6,614
+2,668
+68% +$494K 0.05% 312
2022
Q3 		$674K Buy
3,946
+681
+21% +$129K 0.03% 432
2022
Q2 		$575K Buy
3,265
+330
+11% +$63.7K 0.03% 506
2022
Q1 		$624K Buy
2,935
+177
+6% +$37.3K 0.03% 527
2021
Q4 		$623K Buy
2,758
+576
+26% +$131K 0.03% 519
2021
Q3 		$477K Sell
2,182
-116
-5% -$25.8K 0.02% 562
2021
Q2 		$521K Buy
2,298
+340
+17% +$75.3K 0.03% 547
2021
Q1 		$426K Buy
1,958
+2
+0.1% +$421 0.02% 542
2020
Q4 		$381K Sell
1,956
-13
-0.7% -$2.29K 0.03% 507
2020
Q3 		$303K Sell
1,969
-7,926
-80% -$1.22M 0.03% 474
2020
Q2 		$1.44M Buy
9,895
+8,083
+446% +$1.09M 0.14% 158
2020
Q1 		$209K Sell
1,812
-968
-35% -$145K 0.03% 418
2019
Q4 		$460K Sell
2,780
-213
-7% -$33.9K 0.06% 298
2019
Q3 		$461K Buy
2,993
+341
+13% +$52.9K 0.07% 269
2019
Q2 		$415K Sell
2,652
-2,012
-43% -$311K 0.07% 271
2019
Q1 		$713K Sell
4,664
-342
-7% -$50.8K 0.11% 219
2018
Q4 		$661K Sell
5,006
-7,188
-59% -$1.05M 0.14% 179
2018
Q3 		$1.98M Buy
12,194
+941
+8% +$152K 0.4% 70
2018
Q2 		$1.75M Sell
11,253
-1,011
-8% -$155K 0.42% 73
2018
Q1 		$1.8M Buy
12,264
+430
+4% +$64.2K 0.45% 68
2017
Q4 		$1.75M Buy
11,834
+618
+6% +$89.4K 0.62% 39
2017
Q3 		$1.58M Buy
11,216
+2,649
+31% +$361K 0.7% 36
2017
Q2 		$1.16M Buy
8,567
+4,088
+91% +$548K 0.6% 49
2017
Q1 		$597K Buy
+4,479
New +$593K 0.35% 97

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

Kingsview Wealth Management's VB Position: Q2 2026 in Review

Kingsview Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 21% in Q2 2026, buying an estimated $1.04M and bringing the position to 21,005 shares worth $6.37M. The position accounts for 0.08% of the portfolio, ranked #232.

Kingsview Wealth Management first reported a position in VB in Q1 2017 and has held it in 38 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Kingsview Wealth Management held 21,005 shares of Vanguard Morningstar Small-Cap ETF worth $6.37M as of Q2 2026.
  • Kingsview Wealth Management bought 3,622 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.04M.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.