Lutz Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lutz Financial Services’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	$770K	Hold	2,541	–	–	0.05%	68
2026 Q1	$666K	Hold	2,541	–	–	0.04%	70
2025 Q4	$656K	Hold	2,541	–	–	0.04%	72
2025 Q3	$646K	Buy	2,541 +4	+0.2%	+$992	0.05%	70
2025 Q2	$601K	Hold	2,537	–	–	0.05%	68
2025 Q1	$563K	Sell	2,537 -1,055	-29%	-$252K	0.05%	69
2024 Q4	$863K	Hold	3,592	–	–	0.07%	63
2024 Q3	$852K	Sell	3,592 -24	-0.7%	-$5.45K	0.07%	62
2024 Q2	$788K	Hold	3,616	–	–	0.07%	62
2024 Q1	$827K	Hold	3,616	–	–	0.07%	61
2023 Q4	$771K	Hold	3,616	–	–	0.07%	61
2023 Q3	$684K	Sell	3,616 -1,183	-25%	-$236K	0.07%	58
2023 Q2	$955K	Hold	4,799	–	–	0.1%	55
2023 Q1	$910K	Sell	4,799 -648	-12%	-$126K	0.1%	54
2022 Q4	$1,000K	Hold	5,447	–	–	0.12%	51
2022 Q3	$931K	Sell	5,447 -25	-0.5%	-$4.72K	0.13%	49
2022 Q2	$964K	Buy	+5,472	New	+$1.06M	0.13%	46

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

Lutz Financial Services's VB Position: Q2 2026 in Review

Lutz Financial Services held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,541 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #68.

Lutz Financial Services first reported a position in VB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1,000K in Q4 2022. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lutz Financial Services held 2,541 shares of Vanguard Morningstar Small-Cap ETF worth $770K as of Q2 2026.
Lutz Financial Services left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.05% of Lutz Financial Services's portfolio in Q2 2026, its #68 holding.
Lutz Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Lutz Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $1,000K in Q4 2022.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.