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

KW 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
Q1 		– Sell
-777
Closed -$200K – 66
2025
Q4 		$200K Buy
+777
New +$199K 0.3% 80

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

KW Wealth Management's VB Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 777 shares — an estimated $200K sold.

KW Wealth Management first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 777 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $200K.
  • KW Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • KW Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $200K in Q4 2025.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.