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Madden Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Madden Advisory 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 		$1.75M Buy
5,766
+3
+0.1% +$860 0.63% 38
2026
Q1 		$1.51M Sell
5,763
-246
-4% -$66.6K 0.59% 41
2025
Q4 		$1.55M Buy
6,009
+42
+0.7% +$10.8K 0.62% 38
2025
Q3 		$1.52M Sell
5,967
-61
-1% -$15.1K 0.59% 40
2025
Q2 		$1.43M Buy
6,028
+121
+2% +$27K 0.61% 39
2025
Q1 		$1.31M Sell
5,907
-60
-1% -$14.3K 0.61% 37
2024
Q4 		$1.43M Sell
5,967
-34
-0.6% -$8.37K 0.67% 39
2024
Q3 		$1.42M Buy
6,001
+135
+2% +$30.7K 0.65% 37
2024
Q2 		$1.28M Buy
5,866
+77
+1% +$16.9K 0.65% 36
2024
Q1 		$1.32M Sell
5,789
-253
-4% -$54.4K 0.7% 34
2023
Q4 		$1.29M Sell
6,042
-72
-1% -$13.9K 0.73% 33
2023
Q3 		$1.16M Buy
6,114
+446
+8% +$88.9K 0.73% 35
2023
Q2 		$1.13M Buy
5,668
+40
+0.7% +$7.56K 0.73% 36
2023
Q1 		$1.07M Hold
5,628
– – 0.75% 35
2022
Q4 		$1.03M Sell
5,628
-20
-0.4% -$3.71K 0.77% 35
2022
Q3 		$965K Sell
5,648
-20
-0.4% -$3.78K 0.77% 35
2022
Q2 		$998K Sell
5,668
-333
-6% -$64.3K 0.76% 34
2022
Q1 		$1.27M Buy
6,001
+87
+1% +$18.3K 0.87% 26
2021
Q4 		$1.34M Buy
5,914
+18
+0.3% +$4.09K 0.88% 26
2021
Q3 		$1.29M Buy
5,896
+437
+8% +$97.1K 0.92% 26
2021
Q2 		$1.23M Buy
5,459
+162
+3% +$35.9K 0.91% 24
2021
Q1 		$1.13M Sell
5,297
-270
-5% -$56.9K 0.89% 24
2020
Q4 		$1.08M Sell
5,567
-436
-7% -$76.9K 0.91% 23
2020
Q3 		$923K Sell
6,003
-4,120
-41% -$633K 0.88% 22
2020
Q2 		$1.48M Sell
10,123
-2,253
-18% -$303K 1.53% 16
2020
Q1 		$1.43M Buy
+12,376
New +$1.86M 0.99% 27

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

Madden Advisory Services's VB Position: Q2 2026 in Review

Madden Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.05% in Q2 2026, buying an estimated $860 and bringing the position to 5,766 shares worth $1.75M. The position accounts for 0.63% of the portfolio, ranked #38.

Madden Advisory Services first reported a position in VB in Q1 2020 and has held it in 26 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Madden Advisory Services held 5,766 shares of Vanguard Morningstar Small-Cap ETF worth $1.75M as of Q2 2026.
  • Madden Advisory Services bought 3 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $860.
  • Vanguard Morningstar Small-Cap ETF made up 0.63% of Madden Advisory Services's portfolio in Q2 2026, its #38 holding.
  • Madden Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.