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Martel Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Martel Wealth Advisors’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 		$5.51M Sell
18,192
-1,149
-6% -$329K 0.87% 15
2026
Q1 		$5.07M Sell
19,341
-81
-0.4% -$21.9K 0.86% 15
2025
Q4 		$5.01M Buy
19,422
+243
+1% +$62.3K 0.86% 15
2025
Q3 		$4.88M Sell
19,179
-623
-3% -$155K 0.85% 15
2025
Q2 		$4.69M Buy
19,802
+168
+0.9% +$37.5K 0.87% 15
2025
Q1 		$4.35M Sell
19,634
-777
-4% -$186K 0.87% 15
2024
Q4 		$4.9M Sell
20,411
-852
-4% -$210K 0.96% 16
2024
Q3 		$5.03M Buy
21,263
+438
+2% +$99.5K 1.03% 15
2024
Q2 		$4.54M Buy
20,825
+52
+0.3% +$11.4K 0.97% 15
2024
Q1 		$4.75M Sell
20,773
-935
-4% -$201K 1.03% 15
2023
Q4 		$4.63M Buy
21,708
+185
+0.9% +$35.6K 1.05% 15
2023
Q3 		$4.07M Sell
21,523
-73
-0.3% -$14.5K 1.01% 15
2023
Q2 		$4.3M Sell
21,596
-434
-2% -$82K 1.04% 15
2023
Q1 		$4.18M Buy
22,030
+150
+0.7% +$29.1K 1.07% 15
2022
Q4 		$4.02M Sell
21,880
-289
-1% -$53.6K 1.09% 14
2022
Q3 		$3.79M Buy
22,169
+194
+0.9% +$36.6K 1.09% 15
2022
Q2 		$3.87M Buy
21,975
+172
+0.8% +$33.2K 1.06% 13
2022
Q1 		$4.63M Buy
21,803
+1,645
+8% +$346K 1.13% 13
2021
Q4 		$4.56M Sell
20,158
-40
-0.2% -$9.09K 1.08% 13
2021
Q3 		$4.42M Buy
20,198
+732
+4% +$163K 1.11% 14
2021
Q2 		$4.39M Buy
19,466
+87
+0.4% +$19.3K 1.1% 14
2021
Q1 		$4.15M Sell
19,379
-2,020
-9% -$426K 1.15% 15
2020
Q4 		$4.17M Buy
21,399
+66
+0.3% +$11.6K 1.21% 14
2020
Q3 		$3.28M Buy
21,333
+791
+4% +$122K 1.06% 14
2020
Q2 		$2.99M Buy
20,542
+1,004
+5% +$135K 1.04% 14
2020
Q1 		$2.26M Buy
19,538
+163
+0.8% +$24.5K 0.88% 15
2019
Q4 		$3.21M Sell
19,375
-32
-0.2% -$5.1K 1.1% 14
2019
Q3 		$2.99M Sell
19,407
-95
-0.5% -$14.7K 1.08% 14
2019
Q2 		$3.06M Buy
19,502
+51
+0.3% +$7.88K 1.11% 14
2019
Q1 		$2.97M Buy
19,451
+315
+2% +$46.8K 1.12% 15
2018
Q4 		$2.53M Sell
19,136
-34
-0.2% -$4.95K 1.04% 14
2018
Q3 		$3.12M Buy
+19,170
New +$3.1M 1.19% 14

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

Martel Wealth Advisors's VB Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.9% in Q2 2026, selling an estimated $329K and leaving 18,192 shares worth $5.51M. The position accounts for 0.87% of the portfolio, ranked #15.

Martel Wealth Advisors first reported a position in VB in Q3 2018 and has held it in 32 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Martel Wealth Advisors held 18,192 shares of Vanguard Morningstar Small-Cap ETF worth $5.51M as of Q2 2026.
  • Martel Wealth Advisors sold 1,149 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $329K.
  • Vanguard Morningstar Small-Cap ETF made up 0.87% of Martel Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Martel Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.