Measured Wealth Private Client Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Measured Wealth Private Client 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	$20K	Sell	66 -110	-63%	-$31.5K	﹤0.01%	490
2026 Q1	$46.1K	Hold	176	–	–	0.01%	308
2025 Q4	$45.4K	Buy	176 +110	+167%	+$28.2K	0.01%	323
2025 Q3	$16.8K	Buy	+66	New	+$16.4K	﹤0.01%	499
2018 Q4	–	Sell	-55	Closed	-$9K	–	680
2018 Q3	$9K	Buy	+55	New	+$8.9K	0.01%	638

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Measured Wealth Private Client Group's VB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 63% in Q2 2026, selling an estimated $31.5K and leaving 66 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Measured Wealth Private Client Group first reported a position in VB in Q3 2018 and has held it in 5 quarters since. The position peaked at $46.1K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Measured Wealth Private Client Group held 66 shares of Vanguard Morningstar Small-Cap ETF worth $20K as of Q2 2026.
Measured Wealth Private Client Group sold 110 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #490 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Vanguard Morningstar Small-Cap ETF position peaked at $46.1K in Q1 2026.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.