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McClarren Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

McClarren Financial 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 		$16.8M Sell
55,545
-194
-0.3% -$55.6K 8.7% 2
2026
Q1 		$14.6M Buy
55,739
+91
+0.2% +$24.6K 8.64% 3
2025
Q4 		$14.1M Buy
55,648
+1,734
+3% +$444K 8.44% 2
2025
Q3 		$14.1M Sell
53,914
-3,092
-5% -$767K 8.65% 2
2025
Q2 		$13.5M Buy
57,006
+2,781
+5% +$620K 8.79% 2
2025
Q1 		$12.7M Buy
+54,225
New +$12.9M 8.4% 3
2024
Q4 		– Sell
-54,381
Closed -$4.57K – 303
2024
Q3 		$4.57K Buy
54,381
+3,796
+8% +$863K 0.57% 19
2024
Q2 		$12.7M Sell
50,585
-8,438
-14% -$1.85M 8.84% 2
2024
Q1 		$13.5M Buy
59,023
+341
+0.6% +$73.4K 9.69% 2
2023
Q4 		$12.5M Sell
58,682
-170
-0.3% -$32.8K 9.54% 2
2023
Q3 		$11.1M Sell
58,852
-77
-0.1% -$15.3K 9.69% 2
2023
Q2 		$11.7M Buy
58,929
+1,534
+3% +$290K 9.7% 2
2023
Q1 		$10.8M Buy
57,395
+1,824
+3% +$354K 9.81% 2
2022
Q4 		$10.2M Buy
55,571
+1,704
+3% +$316K 9.69% 2
2022
Q3 		$9.21M Buy
53,867
+45,076
+513% +$8.51M 9.18% 2
2022
Q2 		$1.55M Sell
8,791
-42,807
-83% -$8.27M 4.95% 8
2022
Q1 		$11M Buy
51,598
+2
+0% +$421 7.93% 3
2021
Q4 		$11.6M Buy
51,596
+1,511
+3% +$343K 7.94% 3
2021
Q3 		$11M Buy
50,085
+4,249
+9% +$945K 8.53% 3
2021
Q2 		$10.3M Buy
45,836
+4,487
+11% +$994K 8.36% 2
2021
Q1 		$8.85M Buy
41,349
+705
+2% +$149K 7.91% 3
2020
Q4 		$7.91M Buy
+40,644
New +$7.17M 7.6% 3

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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

McClarren Financial Advisors's VB Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.35% in Q2 2026, selling an estimated $55.6K and leaving 55,545 shares worth $16.8M. The position accounts for 8.7% of the portfolio, ranked #2.

McClarren Financial Advisors first reported a position in VB in Q4 2020 and has held it in 22 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • McClarren Financial Advisors held 55,545 shares of Vanguard Morningstar Small-Cap ETF worth $16.8M as of Q2 2026.
  • McClarren Financial Advisors sold 194 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $55.6K.
  • Vanguard Morningstar Small-Cap ETF made up 8.7% of McClarren Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.