LWM
VB icon

Liberty Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Liberty Wealth Management’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 		$1.23M Hold
4,642
– – 0.15% 85
2026
Q1 		$1.23M Sell
4,642
-405
-8% -$110K 0.15% 85
2025
Q4 		$1.3M Sell
5,047
-252
-5% -$64.6K 0.17% 80
2025
Q3 		$1.35M Buy
5,299
+125
+2% +$31K 0.19% 75
2025
Q2 		$1.23M Sell
5,174
-4,047
-44% -$903K 0.19% 76
2025
Q1 		$2.05M Buy
9,221
+19
+0.2% +$4.54K 0.39% 49
2024
Q4 		$2.21M Sell
9,202
-343
-4% -$84.4K 0.37% 56
2024
Q3 		$2.26M Buy
9,545
+182
+2% +$41.4K 0.38% 51
2024
Q2 		$2.04M Buy
9,363
+206
+2% +$45.2K 0.37% 53
2024
Q1 		$2.1M Buy
9,157
+8,719
+1,991% +$1.88M 0.41% 48
2023
Q4 		$1.93M Sell
438
-8,722
-95% -$1.68M 0.41% 48
2023
Q3 		$1.73M Sell
9,160
-67
-0.7% -$13.3K 0.43% 46
2023
Q2 		$1.83M Buy
9,227
+330
+4% +$62.4K 0.45% 38
2023
Q1 		$1.69M Buy
+8,897
New +$1.73M 0.35% 53
2022
Q3 		$1.73M Sell
10,134
-119
-1% -$22.5K 0.46% 37
2022
Q2 		$1.88M Buy
10,253
+88
+0.9% +$17K 0.76% 30
2022
Q1 		$2.14M Buy
+10,165
New +$2.14M 0.77% 30
2021
Q4 		– Sell
-10,198
Closed -$2.32M – 50
2021
Q3 		$2.26M Buy
10,198
+1,981
+24% +$440K 0.81% 30
2021
Q2 		$1.82M Sell
8,217
-1,834
-18% -$406K 0.71% 26
2021
Q1 		$2.04M Hold
10,051
– – 1% 21
2020
Q4 		$2.04M Buy
10,051
+493
+5% +$87K 1% 21
2020
Q3 		$1.47M Buy
9,558
+84
+0.9% +$12.9K 0.87% 24
2020
Q2 		$1.38M Buy
9,474
+1,989
+27% +$267K 0.97% 20
2020
Q1 		$864K Buy
7,485
+513
+7% +$77.1K 0.75% 24
2019
Q4 		$1.16M Buy
6,972
+518
+8% +$82.5K 0.91% 20
2019
Q3 		$993K Buy
6,454
+576
+10% +$89.3K 0.94% 19
2019
Q2 		$921K Buy
5,878
+44
+0.8% +$6.8K 0.81% 19
2019
Q1 		$891K Sell
5,834
-57
-1% -$8.47K 0.67% 17
2018
Q4 		$777K Buy
+5,891
New +$858K 0.58% 21

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Liberty Wealth Management's VB Position: Q2 2026 in Review

Liberty Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 4,642 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #85.

Liberty Wealth Management first reported a position in VB in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.26M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Liberty Wealth Management held 4,642 shares of Vanguard Morningstar Small-Cap ETF worth $1.23M as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Liberty Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Liberty Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $2.26M in Q3 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.