MWC
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MBM Wealth Consultants’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MBM Wealth Consultants’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 		$23.6M Sell
77,964
-4,754
-6% -$1.36M 4.56% 8
2026
Q1 		$21.7M Buy
82,718
+1,092
+1% +$296K 4.97% 7
2025
Q4 		$21.1M Buy
81,626
+462
+0.6% +$118K 5.01% 7
2025
Q3 		$20.6M Sell
81,164
-987
-1% -$245K 5.12% 5
2025
Q2 		$19.5M Buy
82,151
+3,660
+5% +$817K 5.21% 4
2025
Q1 		$17.4M Buy
78,491
+1,472
+2% +$352K 5.14% 4
2024
Q4 		$18.5M Buy
77,019
+1,148
+2% +$282K 5.5% 4
2024
Q3 		$18M Buy
75,871
+1,689
+2% +$384K 5.68% 4
2024
Q2 		$16M Buy
74,182
+992
+1% +$218K 5.47% 4
2024
Q1 		$16.7M Buy
73,190
+548
+0.8% +$118K 5.88% 4
2023
Q4 		$15.5M Buy
72,642
+3,993
+6% +$769K 5.78% 4
2023
Q3 		$12.6M Buy
68,649
+2,151
+3% +$429K 5.5% 4
2023
Q2 		$13.6M Buy
66,498
+9,149
+16% +$1.73M 5.81% 5
2023
Q1 		$12.1M Hold
57,349
– – 4.92% 5
2022
Q4 		$10.5M Buy
57,349
+1,587
+3% +$294K 4.84% 5
2022
Q3 		$9.8M Buy
55,762
+9,216
+20% +$1.74M 4.73% 8
2022
Q2 		$8.2M Buy
46,546
+891
+2% +$172K 4.01% 8
2022
Q1 		$9.7M Buy
45,655
+4,229
+10% +$890K 4.03% 7
2021
Q4 		$9.36M Buy
41,426
+3,260
+9% +$741K 3.89% 8
2021
Q3 		$8.35M Buy
38,166
+1,360
+4% +$302K 3.81% 8
2021
Q2 		$8.29M Buy
36,806
+992
+3% +$220K 3.89% 8
2021
Q1 		$7.67M Sell
35,814
-1,085
-3% -$229K 3.89% 7
2020
Q4 		$7.18M Sell
36,899
-1,123
-3% -$198K 3.91% 8
2020
Q3 		$5.85M Buy
38,022
+1,857
+5% +$285K 3.74% 8
2020
Q2 		$5.27M Buy
36,165
+1,866
+5% +$251K 3.72% 8
2020
Q1 		$3.96M Buy
34,299
+3,927
+13% +$590K 3.28% 8
2019
Q4 		$5.03M Buy
30,372
+4,440
+17% +$707K 3.73% 8
2019
Q3 		$3.99M Buy
25,932
+1,465
+6% +$227K 3.14% 8
2019
Q2 		$3.83M Buy
24,467
+663
+3% +$102K 3.19% 8
2019
Q1 		$3.64M Buy
23,804
+705
+3% +$105K 3.19% 8
2018
Q4 		$3.05M Buy
+23,099
New +$3.36M 2.97% 6

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MBM Wealth Consultants's VB Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.7% in Q2 2026, selling an estimated $1.36M and leaving 77,964 shares worth $23.6M. The position accounts for 4.56% of the portfolio, ranked #8.

MBM Wealth Consultants first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 1,259 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MBM Wealth Consultants held 77,964 shares of Vanguard Morningstar Small-Cap ETF worth $23.6M as of Q2 2026.
  • MBM Wealth Consultants sold 4,754 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.36M.
  • Vanguard Morningstar Small-Cap ETF made up 4.56% of MBM Wealth Consultants's portfolio in Q2 2026, its #8 holding.
  • MBM Wealth Consultants first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.