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

Melfa 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	$267K	Hold	881	–	–	0.14%	138
2026 Q1	$231K	Buy	881 +31	+4%	+$8.39K	0.13%	154
2025 Q4	$219K	Hold	850	–	–	0.13%	162
2025 Q3	$216K	Hold	850	–	–	0.13%	162
2025 Q2	$201K	Buy	+850	New	+$190K	0.13%	163
2025 Q1	–	Sell	-850	Closed	-$204K	–	205
2024 Q4	$204K	Hold	850	–	–	0.14%	165
2024 Q3	$202K	Buy	+850	New	+$193K	0.13%	168

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

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

Melfa Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 881 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #138.

Melfa Wealth Management first reported a position in VB in Q3 2024 and has held it in 7 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Melfa Wealth Management held 881 shares of Vanguard Morningstar Small-Cap ETF worth $267K as of Q2 2026.
Melfa Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Melfa Wealth Management's portfolio in Q2 2026, its #138 holding.
Melfa Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.