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

LJI 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 		$533K Sell
1,757
-140
-7% -$40.1K 0.07% 107
2026
Q1 		$497K Buy
1,897
+428
+29% +$116K 0.08% 105
2025
Q4 		$379K Hold
1,469
– – 0.06% 134
2025
Q3 		$374K Hold
1,469
– – 0.07% 117
2025
Q2 		$348K Hold
1,469
– – 0.06% 132
2025
Q1 		$326K Hold
1,469
– – 0.06% 126
2024
Q4 		$353K Hold
1,469
– – 0.07% 117
2024
Q3 		$349K Sell
1,469
-348
-19% -$79.1K 0.07% 140
2024
Q2 		$396K Sell
1,817
-100
-5% -$22K 0.09% 118
2024
Q1 		$438K Buy
1,917
+79
+4% +$17K 0.11% 88
2023
Q4 		$392K Sell
1,838
-134
-7% -$25.8K 0.1% 107
2023
Q3 		$373K Hold
1,972
– – 0.11% 100
2023
Q2 		$392K Buy
1,972
+318
+19% +$60.1K 0.11% 92
2023
Q1 		$314K Hold
1,654
– – 0.1% 108
2022
Q4 		$304K Buy
+1,654
New +$307K 0.11% 97

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

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

LJI Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.4% in Q2 2026, selling an estimated $40.1K and leaving 1,757 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #107.

LJI Wealth Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • LJI Wealth Management held 1,757 shares of Vanguard Morningstar Small-Cap ETF worth $533K as of Q2 2026.
  • LJI Wealth Management sold 140 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $40.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #107 holding.
  • LJI Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.