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Marshall Financial Group (Maryland)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.66M Buy
5,482
+653
+14% +$187K 0.24% 84
2026
Q1 		$1.26M Sell
4,829
-12
-0.2% -$3.25K 0.2% 90
2025
Q4 		$1.25M Sell
4,841
-119
-2% -$30.5K 0.24% 88
2025
Q3 		$1.26M Sell
4,960
-81
-2% -$20.1K 0.25% 97
2025
Q2 		$1.21M Sell
5,041
-584
-10% -$130K 0.24% 94
2025
Q1 		$1.25M Sell
5,625
-2,417
-30% -$577K 0.27% 79
2024
Q4 		$1.93M Sell
8,042
-318
-4% -$78.2K 0.47% 47
2024
Q3 		$1.98M Sell
8,360
-420
-5% -$95.4K 0.47% 49
2024
Q2 		$1.91M Sell
8,780
-946
-10% -$208K 0.54% 47
2024
Q1 		$2.22M Sell
9,726
-853
-8% -$183K 0.64% 42
2023
Q4 		$2.26M Sell
10,579
-1,235
-10% -$238K 0.73% 33
2023
Q3 		$2.23M Sell
11,814
-578
-5% -$115K 0.81% 31
2023
Q2 		$2.46M Sell
12,392
-1,380
-10% -$261K 0.84% 28
2023
Q1 		$2.61M Sell
13,772
-234
-2% -$45.4K 0.94% 24
2022
Q4 		$2.57M Sell
14,006
-611
-4% -$113K 1% 24
2022
Q3 		$2.5M Buy
14,617
+853
+6% +$161K 1.06% 16
2022
Q2 		$2.42M Buy
13,764
+10,057
+271% +$1.94M 0.97% 20
2022
Q1 		$788K Buy
3,707
+1,631
+79% +$343K 0.32% 115
2021
Q4 		$469K Buy
+2,076
New +$472K 0.17% 151

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

Marshall Financial Group (Maryland)'s VB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 14% in Q2 2026, buying an estimated $187K and bringing the position to 5,482 shares worth $1.66M. The position accounts for 0.24% of the portfolio, ranked #84.

Marshall Financial Group (Maryland) first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q1 2023. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,482 shares of Vanguard Morningstar Small-Cap ETF worth $1.66M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 653 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $187K.
  • Vanguard Morningstar Small-Cap ETF made up 0.24% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #84 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s Vanguard Morningstar Small-Cap ETF position peaked at $2.61M in Q1 2023.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.