Medallion Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Medallion Wealth 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	$993K	Sell	3,274 -1,554	-32%	-$445K	0.31%	78
2026 Q1	$1.26M	Sell	4,828 -26	-0.5%	-$7.04K	0.41%	59
2025 Q4	$1.25M	Buy	4,854 +10	+0.2%	+$2.56K	0.42%	60
2025 Q3	$1.23M	Buy	4,844 +44	+0.9%	+$10.9K	0.44%	55
2025 Q2	$1.14M	Sell	4,800 -29	-0.6%	-$6.47K	0.44%	53
2025 Q1	$1.07M	Buy	4,829 +69	+1%	+$16.5K	0.49%	45
2024 Q4	$1.1M	Buy	+4,760	New	+$1.17M	0.54%	42

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

Medallion Wealth Advisors's VB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 32% in Q2 2026, selling an estimated $445K and leaving 3,274 shares worth $993K. The position accounts for 0.31% of the portfolio, ranked #78.

Medallion Wealth Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2026. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Medallion Wealth Advisors held 3,274 shares of Vanguard Morningstar Small-Cap ETF worth $993K as of Q2 2026.
Medallion Wealth Advisors sold 1,554 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $445K.
Vanguard Morningstar Small-Cap ETF made up 0.31% of Medallion Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.26M in Q1 2026.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.