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

LifeGoal Wealth 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	$271K	Hold	893	–	–	0.12%	108
2026 Q1	$235K	Hold	893	–	–	0.13%	98
2025 Q4	$230K	Hold	893	–	–	0.15%	70
2025 Q3	$227K	Hold	893	–	–	0.19%	66
2025 Q2	$212K	Sell	893 -1,193	-57%	-$266K	0.2%	62
2025 Q1	$463K	Sell	2,086 -108	-5%	-$25.8K	0.5%	41
2024 Q4	$527K	Buy	+2,194	New	+$540K	0.57%	37

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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 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

LifeGoal Wealth Advisors's VB Position: Q2 2026 in Review

LifeGoal Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 893 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #108.

LifeGoal Wealth Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $527K in Q4 2024. 1,322 funds tracked by Wall St. Rank hold VB as of Q2 2026.

LifeGoal Wealth Advisors held 893 shares of Vanguard Morningstar Small-Cap ETF worth $271K as of Q2 2026.
LifeGoal Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #108 holding.
LifeGoal Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $527K in Q4 2024.
1,322 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.