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McKinley Carter Wealth Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

McKinley Carter Wealth Services’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 		$6.08M Sell
20,074
-510
-2% -$146K 0.31% 72
2026
Q1 		$5.39M Sell
20,584
-831
-4% -$225K 0.31% 77
2025
Q4 		$5.52M Sell
21,415
-578
-3% -$148K 0.31% 73
2025
Q3 		$5.59M Sell
21,993
-263
-1% -$65.2K 0.29% 68
2025
Q2 		$5.27M Buy
22,256
+12,100
+119% +$2.7M 0.29% 69
2025
Q1 		$2.25M Buy
10,156
+50
+0.5% +$11.9K 0.14% 104
2024
Q4 		$2.43M Sell
10,106
-544
-5% -$134K 0.15% 98
2024
Q3 		$2.53M Sell
10,650
-1,147
-10% -$261K 0.15% 101
2024
Q2 		$2.57M Sell
11,797
-1,446
-11% -$318K 0.16% 100
2024
Q1 		$3.03M Sell
13,243
-2,357
-15% -$507K 0.2% 92
2023
Q4 		$3.33M Buy
15,600
+2,700
+21% +$520K 0.24% 79
2023
Q3 		$2.44M Sell
12,900
-172
-1% -$34.3K 0.19% 91
2023
Q2 		$2.6M Buy
13,072
+507
+4% +$95.8K 0.2% 88
2023
Q1 		$2.38M Sell
12,565
-2,291
-15% -$444K 0.19% 94
2022
Q4 		$2.73M Buy
14,856
+6,977
+89% +$1.29M 0.23% 81
2022
Q3 		$1.35M Sell
7,879
-182
-2% -$34.4K 0.13% 112
2022
Q2 		$1.42M Sell
8,061
-151
-2% -$29.2K 0.13% 112
2022
Q1 		$1.75M Sell
8,212
-430
-5% -$90.5K 0.14% 110
2021
Q4 		$1.95M Buy
8,642
+3,863
+81% +$878K 0.15% 106
2021
Q3 		$1.04M Sell
4,779
-199
-4% -$44.2K 0.09% 138
2021
Q2 		$1.12M Sell
4,978
-167
-3% -$37K 0.09% 137
2021
Q1 		$1.1M Sell
5,145
-204
-4% -$43K 0.09% 142
2020
Q4 		$1.04M Buy
5,349
+2,541
+90% +$448K 0.14% 126
2020
Q3 		$432K Sell
2,808
-253
-8% -$38.9K 0.1% 103
2020
Q2 		$446K Sell
3,061
-554
-15% -$74.4K 0.11% 97
2020
Q1 		$417K Buy
3,615
+3,359
+1,312% +$505K 0.12% 98
2019
Q4 		$42K Buy
+256
New +$40.8K 0.01% 178
2018
Q2 		– Sell
-305
Closed -$45K – 368
2018
Q1 		$45K Buy
+305
New +$45.5K 0.01% 272

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

McKinley Carter Wealth Services's VB Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $146K and leaving 20,074 shares worth $6.08M. The position accounts for 0.31% of the portfolio, ranked #72.

McKinley Carter Wealth Services first reported a position in VB in Q1 2018 and has held it in 28 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • McKinley Carter Wealth Services held 20,074 shares of Vanguard Morningstar Small-Cap ETF worth $6.08M as of Q2 2026.
  • McKinley Carter Wealth Services sold 510 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $146K.
  • Vanguard Morningstar Small-Cap ETF made up 0.31% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #72 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.