Laurel Wealth Advisors (North Carolina)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-135	Closed	-$34.8K	–	628
2025 Q4	$34.8K	Buy	+135	New	+$34.6K	﹤0.01%	369
2025 Q2	–	Sell	-135	Closed	-$29.9K	–	646
2025 Q1	$29.9K	Buy	135 +25	+23%	+$5.97K	﹤0.01%	365
2024 Q4	$26.4K	Hold	110	–	–	﹤0.01%	385
2024 Q3	$26.1K	Hold	110	–	–	﹤0.01%	378
2024 Q2	$24K	Sell	110 -100	-48%	-$22K	﹤0.01%	362
2024 Q1	$48K	Hold	210	–	–	0.01%	302
2023 Q4	$44.8K	Hold	210	–	–	0.01%	286
2023 Q3	$39.7K	Hold	210	–	–	0.01%	296
2023 Q2	$41.8K	Hold	210	–	–	0.01%	304
2023 Q1	$39.8K	Buy	210 +100	+91%	+$19.4K	0.01%	305
2022 Q4	$20.2K	Hold	110	–	–	﹤0.01%	331
2022 Q3	$19K	Buy	110 +11	+11%	+$2.08K	﹤0.01%	338
2022 Q2	$17K	Hold	99	–	–	﹤0.01%	346
2022 Q1	$21K	Hold	99	–	–	﹤0.01%	341
2021 Q4	$22K	Hold	99	–	–	﹤0.01%	339
2021 Q3	$22K	Hold	99	–	–	﹤0.01%	336
2021 Q2	$22K	Hold	99	–	–	﹤0.01%	369
2021 Q1	$21K	Hold	99	–	–	0.01%	348
2020 Q4	$19K	Hold	99	–	–	﹤0.01%	356
2020 Q3	$15K	Hold	99	–	–	﹤0.01%	346
2020 Q2	$14K	Hold	99	–	–	﹤0.01%	347
2020 Q1	$11K	Hold	99	–	–	﹤0.01%	355
2019 Q4	$16K	Hold	99	–	–	0.01%	346
2019 Q3	$15K	Hold	99	–	–	0.01%	342
2019 Q2	$16K	Hold	99	–	–	0.01%	337
2019 Q1	$15K	Hold	99	–	–	0.01%	332
2018 Q4	$13K	Buy	+99	New	+$14.4K	0.01%	329

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

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

Laurel Wealth Advisors (North Carolina)'s VB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 135 shares — an estimated $34.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VB in Q4 2018 and held it in 27 quarters. The position peaked at $48K in Q1 2024. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 135 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $34.8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Morningstar Small-Cap ETF position peaked at $48K in Q1 2024.
2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.