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Lugano Financial Advisors SA (LFA)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$30.3K Buy
+100
New +$28.7K 0.02% 189
2019
Q1 		– Sell
-100
Closed -$16K – 177
2018
Q4 		$16K Hold
100
– – 0.01% 151
2018
Q3 		$16K Hold
100
– – 0.01% 151
2018
Q2 		$15K Buy
+100
New +$15.3K 0.01% 123

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 22.9% 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

Lugano Financial Advisors SA (LFA)'s VB Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 100 shares worth $30.3K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in VB as recently as Q4 2018.

Lugano Financial Advisors SA (LFA) first reported a position in VB in Q2 2018 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 100 shares of Vanguard Morningstar Small-Cap ETF worth $30.3K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #189 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2018 and has held it in 4 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.