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Madison Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Madison Wealth Partners’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
Q1 		$940K Buy
3,590
+758
+27% +$205K 0.15% 67
2025
Q4 		$730K Buy
2,832
+919
+48% +$235K 0.13% 76
2025
Q3 		$486K Sell
1,913
-26
-1% -$6.45K 0.1% 89
2025
Q2 		$460K Sell
1,939
-13
-0.7% -$2.9K 0.1% 88
2025
Q1 		$433K Buy
1,952
+2
+0.1% +$478 0.11% 83
2024
Q4 		$469K Buy
1,950
+6
+0.3% +$1.48K 0.13% 79
2024
Q3 		$461K Buy
1,944
+561
+41% +$127K 0.14% 81
2024
Q2 		$302K Sell
1,383
-39
-3% -$8.56K 0.1% 96
2024
Q1 		$325K Hold
1,422
– – 0.12% 89
2023
Q4 		$303K Hold
1,422
– – 0.12% 91
2023
Q3 		$269K Hold
1,422
– – 0.14% 71
2023
Q2 		$283K Sell
1,422
-173
-11% -$32.7K 0.13% 71
2023
Q1 		$302K Sell
1,595
-57
-3% -$11.1K 0.15% 63
2022
Q4 		$303K Sell
1,652
-87
-5% -$16.1K 0.18% 61
2022
Q3 		$297K Hold
1,739
– – 0.19% 56
2022
Q2 		$306K Buy
1,739
+194
+13% +$37.5K 0.19% 56
2022
Q1 		$328K Buy
1,545
+127
+9% +$26.7K 0.18% 50
2021
Q4 		$320K Hold
1,418
– – 0.16% 50
2021
Q3 		$310K Hold
1,418
– – 0.17% 48
2021
Q2 		$319K Buy
1,418
+169
+14% +$37.5K 0.18% 47
2021
Q1 		$243K Hold
1,249
– – 0.17% 45
2020
Q4 		$243K Buy
+1,249
New +$220K 0.16% 46

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Madison Wealth Partners's VB Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 27% in Q1 2026, buying an estimated $205K and bringing the position to 3,590 shares worth $940K. The position accounts for 0.15% of the portfolio, ranked #67.

Madison Wealth Partners first reported a position in VB in Q4 2020 and has held it in 22 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Madison Wealth Partners held 3,590 shares of Vanguard Morningstar Small-Cap ETF worth $940K as of Q1 2026.
  • Madison Wealth Partners bought 758 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $205K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Madison Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Madison Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.