Michels Family Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Michels Family Financial’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	$251K	Buy	830 +1	+0.1%	+$287	0.16%	127
2026 Q1	$217K	Sell	829 -23	-3%	-$6.22K	0.16%	131
2025 Q4	$220K	Buy	852 +6	+0.7%	+$1.54K	0.16%	133
2025 Q3	$215K	Sell	846 -298	-26%	-$73.9K	0.17%	130
2025 Q2	$271K	Sell	1,144 -15	-1%	-$3.35K	0.23%	110
2025 Q1	$257K	Buy	1,159 +3	+0.3%	+$716	0.23%	112
2024 Q4	$278K	Buy	+1,156	New	+$284K	0.25%	107

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 22.9% 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

Michels Family Financial's VB Position: Q2 2026 in Review

Michels Family Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.12% in Q2 2026, buying an estimated $287 and bringing the position to 830 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #127.

Michels Family Financial first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Michels Family Financial held 830 shares of Vanguard Morningstar Small-Cap ETF worth $251K as of Q2 2026.
Michels Family Financial bought 1 Vanguard Morningstar Small-Cap ETF share in Q2 2026, an estimated $287.
Vanguard Morningstar Small-Cap ETF made up 0.16% of Michels Family Financial's portfolio in Q2 2026, its #127 holding.
Michels Family Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Michels Family Financial's Vanguard Morningstar Small-Cap ETF position peaked at $278K in Q4 2024.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.