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Melone Private Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Melone Private Wealth’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 		$600K Buy
1,979
+7
+0.4% +$2.01K 0.23% 45
2026
Q1 		$516K Hold
1,972
– – 0.21% 49
2025
Q4 		$509K Buy
1,972
+13
+0.7% +$3.33K 0.22% 50
2025
Q3 		$498K Buy
1,959
+4
+0.2% +$992 0.23% 42
2025
Q2 		$464K Hold
1,955
– – 0.24% 42
2025
Q1 		$433K Buy
1,955
+6
+0.3% +$1.43K 0.23% 42
2024
Q4 		$468K Buy
1,949
+8
+0.4% +$1.97K 0.24% 43
2024
Q3 		$460K Buy
1,941
+5
+0.3% +$1.14K 0.24% 42
2024
Q2 		$422K Hold
1,936
– – 0.25% 42
2024
Q1 		$443K Buy
1,936
+3
+0.2% +$645 0.27% 42
2023
Q4 		$412K Sell
1,933
-495
-20% -$95.4K 0.26% 42
2023
Q3 		$459K Buy
2,428
+4
+0.2% +$797 0.33% 43
2023
Q2 		$482K Buy
2,424
+1
+0% +$189 0.34% 43
2023
Q1 		$448K Sell
2,423
-800
-25% -$155K 0.34% 41
2022
Q4 		$592K Sell
3,223
-45
-1% -$8.34K 0.5% 36
2022
Q3 		$590K Sell
3,268
-12
-0.4% -$2.27K 0.52% 38
2022
Q2 		$595K Hold
3,280
– – 0.5% 38
2022
Q1 		$659K Sell
3,280
-104
-3% -$21.9K 0.54% 41
2021
Q4 		$765K Buy
+3,384
New +$769K 0.58% 42

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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

Melone Private Wealth's VB Position: Q2 2026 in Review

Melone Private Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.35% in Q2 2026, buying an estimated $2.01K and bringing the position to 1,979 shares worth $600K. The position accounts for 0.23% of the portfolio, ranked #45.

Melone Private Wealth first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $765K in Q4 2021. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Melone Private Wealth held 1,979 shares of Vanguard Morningstar Small-Cap ETF worth $600K as of Q2 2026.
  • Melone Private Wealth bought 7 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.01K.
  • Vanguard Morningstar Small-Cap ETF made up 0.23% of Melone Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Melone Private Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Melone Private Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $765K in Q4 2021.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.