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

MBL Wealth’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	$818K	Hold	2,700	–	–	0.06%	157
2026 Q1	$707K	Hold	2,700	–	–	0.05%	157
2025 Q4	$696K	Buy	2,700 +25	+0.9%	+$6.41K	0.06%	155
2025 Q3	$680K	Hold	2,675	–	–	0.06%	134
2025 Q2	$634K	Hold	2,675	–	–	0.06%	129
2025 Q1	$593K	Hold	2,675	–	–	0.06%	126
2024 Q4	$643K	Hold	2,675	–	–	0.06%	123
2024 Q3	$635K	Hold	2,675	–	–	0.07%	123
2024 Q2	$583K	Buy	2,675 +25	+0.9%	+$5.49K	0.07%	121
2024 Q1	$606K	Buy	2,650 +50	+2%	+$10.8K	0.07%	115
2023 Q4	$555K	Buy	2,600 +35	+1%	+$6.74K	0.07%	112
2023 Q3	$485K	Buy	2,565 +335	+15%	+$66.7K	0.07%	112
2023 Q2	$444K	Buy	2,230 +145	+7%	+$27.4K	0.06%	117
2023 Q1	$395K	Hold	2,085	–	–	0.06%	113
2022 Q4	$383K	Buy	2,085 +185	+10%	+$34.3K	0.07%	117
2022 Q3	$325K	Hold	1,900	–	–	0.07%	116
2022 Q2	$335K	Hold	1,900	–	–	0.08%	109
2022 Q1	$404K	Buy	+1,900	New	+$400K	0.1%	110
2021 Q1	$407K	Buy	+1,900	New	+$400K	0.14%	99

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

MBL Wealth's VB Position: Q2 2026 in Review

MBL Wealth held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,700 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #157.

MBL Wealth first reported a position in VB in Q1 2021 and has held it in 19 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MBL Wealth held 2,700 shares of Vanguard Morningstar Small-Cap ETF worth $818K as of Q2 2026.
MBL Wealth left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #157 holding.
MBL Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 19 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.