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KPP Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

KPP Advisory Services’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 		$448K Sell
1,478
-201
-12% -$57.6K 0.06% 242
2026
Q1 		$440K Sell
1,679
-27
-2% -$7.31K 0.06% 232
2025
Q4 		$440K Buy
1,706
+47
+3% +$12K 0.06% 213
2025
Q3 		$422K Buy
1,659
+25
+2% +$6.2K 0.06% 230
2025
Q2 		$387K Sell
1,634
-6
-0.4% -$1.34K 0.06% 220
2025
Q1 		$364K Buy
+1,640
New +$392K 0.07% 220

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

KPP Advisory Services's VB Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 12% in Q2 2026, selling an estimated $57.6K and leaving 1,478 shares worth $448K. The position accounts for 0.06% of the portfolio, ranked #242.

KPP Advisory Services first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • KPP Advisory Services held 1,478 shares of Vanguard Morningstar Small-Cap ETF worth $448K as of Q2 2026.
  • KPP Advisory Services sold 201 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $57.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #242 holding.
  • KPP Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.