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Live Oak Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Live Oak Private Wealth’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
-1,373
Closed -$360K – 216
2026
Q1 		$360K Hold
1,373
– – 0.05% 157
2025
Q4 		$354K Sell
1,373
-16
-1% -$4.1K 0.05% 151
2025
Q3 		$353K Buy
1,389
+75
+6% +$18.6K 0.05% 146
2025
Q2 		$311K Sell
1,314
-182
-12% -$40.6K 0.05% 152
2025
Q1 		$332K Buy
1,496
+280
+23% +$66.9K 0.05% 143
2024
Q4 		$292K Hold
1,216
– – 0.05% 147
2024
Q3 		$288K Sell
1,216
-14
-1% -$3.18K 0.05% 146
2024
Q2 		$268K Buy
1,230
+8
+0.7% +$1.76K 0.05% 147
2024
Q1 		$279K Buy
1,222
+6
+0.5% +$1.29K 0.05% 143
2023
Q4 		$259K Hold
1,216
– – 0.05% 139
2023
Q3 		$230K Hold
1,216
– – 0.05% 141
2023
Q2 		$242K Hold
1,216
– – 0.05% 140
2023
Q1 		$231K Hold
1,216
– – 0.05% 145
2022
Q4 		$223K Hold
1,216
– – 0.05% 157
2022
Q3 		$208K Hold
1,216
– – 0.05% 159
2022
Q2 		$214K Hold
1,216
– – 0.05% 160
2022
Q1 		$258K Hold
1,216
– – 0.05% 153
2021
Q4 		$275K Hold
1,216
– – 0.05% 159
2021
Q3 		$266K Hold
1,216
– – 0.05% 157
2021
Q2 		$274K Sell
1,216
-802
-40% -$178K 0.06% 142
2021
Q1 		$432K Sell
2,018
-13
-0.6% -$2.74K 0.11% 115
2020
Q4 		$395K Buy
2,031
+13
+0.6% +$2.29K 0.11% 112
2020
Q3 		$310K Hold
2,018
– – 0.11% 105
2020
Q2 		$294K Buy
+2,018
New +$271K 0.11% 109

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

Live Oak Private Wealth's VB Position: Q2 2026 in Review

Live Oak Private Wealth sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 1,373 shares — an estimated $360K sold.

Live Oak Private Wealth first reported a position in VB in Q2 2020 and held it in 24 quarters. The position peaked at $432K in Q1 2021. 2,472 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Live Oak Private Wealth reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Live Oak Private Wealth sold 1,373 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $360K.
  • Live Oak Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and held it in 24 quarters.
  • Live Oak Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $432K in Q1 2021.
  • 2,472 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.