Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Legacy Financial Group (Iowa)’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 		$41.7M Sell
137,688
-6,200
-4% -$1.78M 4.7% 6
2026
Q1 		$37.7M Buy
143,888
+270
+0.2% +$73.1K 4.74% 5
2025
Q4 		$39.1M Sell
143,618
-1,283
-0.9% -$329K 4.83% 5
2025
Q3 		$36.8M Buy
144,901
+1,291
+0.9% +$320K 4.82% 5
2025
Q2 		$34M Buy
143,610
+8,718
+6% +$1.94M 4.75% 5
2025
Q1 		$29.9M Sell
134,892
-2,376
-2% -$567K 4.6% 6
2024
Q4 		$33M Sell
137,268
-5,873
-4% -$1.45M 5.34% 5
2024
Q3 		$34M Buy
143,141
+1,691
+1% +$384K 6.53% 4
2024
Q2 		$30.8M Buy
141,450
+1,690
+1% +$371K 6.07% 4
2024
Q1 		$31.9M Buy
139,760
+132,013
+1,704% +$28.4M 6.47% 4
2023
Q4 		$1.65M Sell
7,747
-136,661
-95% -$26.3M 7.5% 4
2023
Q3 		$27.3M Buy
144,408
+4,400
+3% +$877K 6.42% 4
2023
Q2 		$27.8M Sell
140,008
-7,787
-5% -$1.47M 7.18% 4
2023
Q1 		$28M Sell
147,795
-3,119
-2% -$605K 7.67% 3
2022
Q4 		$27.7M Sell
150,914
-2,557
-2% -$474K 8.3% 3
2022
Q3 		$26.2M Buy
153,471
+1,183
+0.8% +$223K 8.76% 3
2022
Q2 		$26.8M Buy
152,288
+4,232
+3% +$817K 8.46% 3
2022
Q1 		$31.5M Buy
148,056
+30,206
+26% +$6.36M 9.22% 3
2021
Q4 		$26.1M Sell
117,850
-26,663
-18% -$6.06M 11.23% 3
2021
Q3 		$31.6M Buy
144,513
+6,225
+5% +$1.38M 9.45% 3
2021
Q2 		$31.2M Buy
138,288
+12,058
+10% +$2.67M 9.41% 3
2021
Q1 		$27M Buy
126,230
+13,303
+12% +$2.8M 9.39% 3
2020
Q4 		$22M Buy
+112,927
New +$19.9M 8.45% 3

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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

Legacy Financial Group (Iowa)'s VB Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.3% in Q2 2026, selling an estimated $1.78M and leaving 137,688 shares worth $41.7M. The position accounts for 4.7% of the portfolio, ranked #6.

Legacy Financial Group (Iowa) first reported a position in VB in Q4 2020 and has held it in 23 quarters since. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Legacy Financial Group (Iowa) held 137,688 shares of Vanguard Morningstar Small-Cap ETF worth $41.7M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 6,200 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.78M.
  • Vanguard Morningstar Small-Cap ETF made up 4.7% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #6 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.