Legacy Edge Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Legacy Edge Advisors’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	$3.05M	Buy	10,056 +117	+1%	+$33.5K	0.28%	54
2026 Q1	$2.6M	Buy	9,939 +170	+2%	+$46K	0.27%	53
2025 Q4	$2.52M	Buy	9,769 +134	+1%	+$34.3K	0.28%	51
2025 Q3	$2.45M	Hold	9,635	–	–	0.29%	50
2025 Q2	$2.28M	Sell	9,635 -63	-0.6%	-$14.1K	0.3%	48
2025 Q1	$2.15M	Sell	9,698 -3	-0%	-$716	0.34%	42
2024 Q4	$2.33M	Sell	9,701 -18	-0.2%	-$4.43K	0.37%	37
2024 Q3	$2.31M	Buy	9,719 +238	+3%	+$54.1K	0.37%	41
2024 Q2	$2.07M	Buy	9,481 +1,676	+21%	+$368K	0.38%	40
2024 Q1	$1.78M	Sell	7,805 -386	-5%	-$83K	0.37%	43
2023 Q4	$1.75M	Buy	+8,191	New	+$1.58M	0.4%	47

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 22.9% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Legacy Edge Advisors's VB Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 10,056 shares worth $3.05M. The position accounts for 0.28% of the portfolio, ranked #54.

Legacy Edge Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,485 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Legacy Edge Advisors held 10,056 shares of Vanguard Morningstar Small-Cap ETF worth $3.05M as of Q2 2026.
Legacy Edge Advisors bought 117 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $33.5K.
Vanguard Morningstar Small-Cap ETF made up 0.28% of Legacy Edge Advisors's portfolio in Q2 2026, its #54 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,485 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.