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

LexAurum 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 		$479K Sell
1,580
-37
-2% -$10.6K 0.06% 254
2026
Q1 		$424K Buy
+1,617
New +$438K 0.05% 259
2025
Q3 		$855K Sell
3,362
-952
-22% -$236K 0.12% 138
2025
Q2 		$1.02M Sell
4,314
-650
-13% -$145K 0.16% 117
2025
Q1 		$1.1M Sell
4,964
-201
-4% -$48K 0.21% 98
2024
Q4 		$1.24M Buy
5,165
+3,863
+297% +$951K 0.25% 85
2024
Q3 		$309K Sell
1,302
-344
-21% -$78.2K 0.07% 225
2024
Q2 		$359K Sell
1,646
-131
-7% -$28.8K 0.09% 198
2024
Q1 		$406K Sell
1,777
-258
-13% -$55.5K 0.1% 179
2023
Q4 		$434K Sell
2,035
-70
-3% -$13.5K 0.11% 167
2023
Q3 		$398K Buy
2,105
+622
+42% +$124K 0.12% 170
2023
Q2 		$295K Sell
1,483
-228
-13% -$43.1K 0.09% 203
2023
Q1 		$324K Sell
1,711
-2,612
-60% -$507K 0.11% 176
2022
Q4 		$793K Sell
4,323
-527
-11% -$97.7K 0.28% 77
2022
Q3 		$829K Buy
4,850
+212
+5% +$40K 0.32% 66
2022
Q2 		$817K Buy
4,638
+317
+7% +$61.2K 0.31% 66
2022
Q1 		$918K Buy
4,321
+499
+13% +$105K 0.3% 72
2021
Q4 		$864K Buy
3,822
+675
+21% +$153K 0.28% 72
2021
Q3 		$688K Buy
3,147
+89
+3% +$19.8K 0.2% 124
2021
Q2 		$689K Buy
3,058
+73
+2% +$16.2K 0.2% 124
2021
Q1 		$639K Sell
2,985
-70
-2% -$14.7K 0.22% 110
2020
Q4 		$595K Sell
3,055
-39
-1% -$6.88K 0.21% 113
2020
Q3 		$476K Buy
3,094
+181
+6% +$27.8K 0.2% 107
2020
Q2 		$425K Buy
2,913
+628
+27% +$84.3K 0.23% 96
2020
Q1 		$264K Buy
+2,285
New +$343K 0.18% 126
2019
Q1 		– Sell
-7,074
Closed -$934K – 177
2018
Q4 		$934K Buy
7,074
+1,041
+17% +$152K 0.72% 40
2018
Q3 		$981K Buy
6,033
+258
+4% +$41.7K 0.69% 44
2018
Q2 		$899K Buy
5,775
+335
+6% +$51.2K 0.8% 37
2018
Q1 		$799K Buy
5,440
+329
+6% +$49.1K 0.68% 49
2017
Q4 		$781K Buy
+5,111
New +$739K 0.73% 47

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LexAurum Advisors's VB Position: Q2 2026 in Review

LexAurum Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.3% in Q2 2026, selling an estimated $10.6K and leaving 1,580 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #254.

LexAurum Advisors first reported a position in VB in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.24M in Q4 2024. 1,296 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • LexAurum Advisors held 1,580 shares of Vanguard Morningstar Small-Cap ETF worth $479K as of Q2 2026.
  • LexAurum Advisors sold 37 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.06% of LexAurum Advisors's portfolio in Q2 2026, its #254 holding.
  • LexAurum Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 30 quarters since.
  • LexAurum Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.24M in Q4 2024.
  • 1,296 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.