MWM
VB icon

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

McNaughton Wealth Management’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 		$7.16M Buy
23,616
+1,287
+6% +$369K 2.54% 10
2026
Q1 		$5.85M Buy
22,329
+1,107
+5% +$300K 2.42% 12
2025
Q4 		$5.47M Buy
21,222
+2,651
+14% +$679K 2.25% 13
2025
Q3 		$4.72M Sell
18,571
-276
-1% -$68.4K 1.99% 15
2025
Q2 		$4.47M Buy
18,847
+1,268
+7% +$283K 1.99% 14
2025
Q1 		$3.9M Buy
+17,579
New +$4.2M 1.89% 16

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

McNaughton Wealth Management's VB Position: Q2 2026 in Review

McNaughton Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.8% in Q2 2026, buying an estimated $369K and bringing the position to 23,616 shares worth $7.16M. The position accounts for 2.54% of the portfolio, ranked #10.

McNaughton Wealth Management first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 1,248 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • McNaughton Wealth Management held 23,616 shares of Vanguard Morningstar Small-Cap ETF worth $7.16M as of Q2 2026.
  • McNaughton Wealth Management bought 1,287 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $369K.
  • Vanguard Morningstar Small-Cap ETF made up 2.54% of McNaughton Wealth Management's portfolio in Q2 2026, its #10 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.