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

LongView 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	$4.51M	Sell	14,873 -1,067	-7%	-$306K	1.16%	19
2026 Q1	$4.44M	Sell	15,940 -2,270	-12%	-$614K	1.11%	19
2025 Q4	$4.96M	Buy	18,210 +1,537	+9%	+$394K	1.2%	19
2025 Q3	$4.24M	Buy	16,673 +1,986	+14%	+$493K	1.15%	21
2025 Q2	$3.48M	Sell	14,687 -7,097	-33%	-$1.58M	1.05%	23
2025 Q1	$4.83M	Buy	21,784 +69	+0.3%	+$16.5K	1.45%	17
2024 Q4	$5.22M	Buy	21,715 +544	+3%	+$134K	1.59%	16
2024 Q3	$5.02M	Buy	21,171 +653	+3%	+$148K	1.6%	16
2024 Q2	$4.47M	Sell	20,518 -1,236	-6%	-$271K	1.65%	17
2024 Q1	$4.97M	Sell	21,754 -1,043	-5%	-$224K	1.97%	11
2023 Q4	$4.76M	Buy	+22,797	New	+$4.39M	2.12%	8

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LongView Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.7% in Q2 2026, selling an estimated $306K and leaving 14,873 shares worth $4.51M. The position accounts for 1.16% of the portfolio, ranked #19.

LongView Wealth Management first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.22M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

LongView Wealth Management held 14,873 shares of Vanguard Morningstar Small-Cap ETF worth $4.51M as of Q2 2026.
LongView Wealth Management sold 1,067 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $306K.
Vanguard Morningstar Small-Cap ETF made up 1.16% of LongView Wealth Management's portfolio in Q2 2026, its #19 holding.
LongView Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.22M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.