MIG
VB icon

McGuire Investment Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

McGuire Investment Group’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 		$821K Buy
2,710
+39
+1% +$11.2K 0.07% 88
2026
Q1 		$700K Buy
2,671
+15
+0.6% +$4.06K 0.08% 82
2025
Q4 		$685K Sell
2,656
-18
-0.7% -$4.61K 0.07% 83
2025
Q3 		$680K Sell
2,674
-14
-0.5% -$3.47K 0.08% 81
2025
Q2 		$637K Buy
2,688
+92
+4% +$20.5K 0.08% 79
2025
Q1 		$576K Buy
2,596
+80
+3% +$19.1K 0.09% 77
2024
Q4 		$605K Sell
2,516
-1,760
-41% -$433K 0.09% 76
2024
Q3 		$1.01M Buy
4,276
+37
+0.9% +$8.41K 0.14% 71
2024
Q2 		$924K Sell
4,239
-15
-0.4% -$3.29K 0.13% 70
2024
Q1 		$972K Sell
4,254
-448
-10% -$96.4K 0.14% 74
2023
Q4 		$1M Buy
4,702
+289
+7% +$55.7K 0.17% 68
2023
Q3 		$834K Sell
4,413
-103
-2% -$20.5K 0.16% 68
2023
Q2 		$898K Buy
4,516
+657
+17% +$124K 0.17% 67
2023
Q1 		$732K Buy
3,859
+488
+14% +$94.6K 0.15% 72
2022
Q4 		$619K Buy
3,371
+88
+3% +$16.3K 0.13% 78
2022
Q3 		$561K Buy
3,283
+67
+2% +$12.7K 0.13% 76
2022
Q2 		$566K Buy
3,216
+40
+1% +$7.72K 0.12% 74
2022
Q1 		$675K Buy
3,176
+315
+11% +$66.3K 0.12% 70
2021
Q4 		$647K Sell
2,861
-128
-4% -$29.1K 0.11% 76
2021
Q3 		$654K Buy
2,989
+80
+3% +$17.8K 0.12% 72
2021
Q2 		$655K Sell
2,909
-20
-0.7% -$4.43K 0.12% 72
2021
Q1 		$627K Sell
2,929
-19
-0.6% -$4K 0.13% 68
2020
Q4 		$574K Sell
2,948
-61
-2% -$10.8K 0.14% 63
2020
Q3 		$463K Sell
3,009
-5
-0.2% -$768 0.14% 63
2020
Q2 		$439K Sell
3,014
-150
-5% -$20.1K 0.15% 58
2020
Q1 		$365K Buy
3,164
+792
+33% +$119K 0.15% 58
2019
Q4 		$393K Buy
2,372
+100
+4% +$15.9K 0.12% 74
2019
Q3 		$350K Sell
2,272
-12,931
-85% -$2.01M 0.11% 76
2019
Q2 		$2.38M Buy
15,203
+295
+2% +$45.6K 0.75% 45
2019
Q1 		$2.28M Buy
14,908
+392
+3% +$58.3K 0.75% 45
2018
Q4 		$1.92M Buy
14,516
+124
+0.9% +$18.1K 0.72% 44
2018
Q3 		$2.34M Buy
+14,392
New +$2.33M 0.77% 43

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

McGuire Investment Group's VB Position: Q2 2026 in Review

McGuire Investment Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,710 shares worth $821K. The position accounts for 0.07% of the portfolio, ranked #88.

McGuire Investment Group first reported a position in VB in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.38M in Q2 2019. 1,703 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • McGuire Investment Group held 2,710 shares of Vanguard Morningstar Small-Cap ETF worth $821K as of Q2 2026.
  • McGuire Investment Group bought 39 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of McGuire Investment Group's portfolio in Q2 2026, its #88 holding.
  • McGuire Investment Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • McGuire Investment Group's Vanguard Morningstar Small-Cap ETF position peaked at $2.38M in Q2 2019.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.