Legacy Wealth Management (Idaho)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-577	Closed	-$151K	–	926
2026 Q1	$151K	Sell	577 -107	-16%	-$29K	0.08%	138
2025 Q4	$176K	Buy	684 +668	+4,175%	+$171K	0.08%	106
2025 Q3	$4.07K	Sell	16 -26	-62%	-$6.45K	﹤0.01%	458
2025 Q2	$9.95K	Buy	42 +26	+163%	+$5.8K	0.01%	318
2025 Q1	$3.55K	Hold	16	–	–	﹤0.01%	461
2024 Q4	$3.96K	Hold	16	–	–	﹤0.01%	419
2024 Q3	$4.03K	Buy	+16	New	+$3.64K	﹤0.01%	411

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

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 Wealth Management (Idaho)'s VB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 577 shares — an estimated $151K sold.

Legacy Wealth Management (Idaho) first reported a position in VB in Q3 2024 and held it in 7 quarters. The position peaked at $176K in Q4 2025. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 577 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $151K.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Vanguard Morningstar Small-Cap ETF position peaked at $176K in Q4 2025.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.