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

Midland 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	$796K	Sell	2,626 -515	-16%	-$148K	0.04%	82
2026 Q1	$823K	Sell	3,141 -15	-0.5%	-$4.06K	0.04%	78
2025 Q4	$814K	Sell	3,156 -84	-3%	-$21.5K	0.04%	79
2025 Q3	$824K	Sell	3,240 -15	-0.5%	-$3.72K	0.04%	86
2025 Q2	$771K	Sell	3,255 -75	-2%	-$16.7K	0.04%	89
2025 Q1	$738K	Sell	3,330 -11	-0.3%	-$2.63K	0.04%	97
2024 Q4	$803K	Sell	3,341 -487	-13%	-$120K	0.05%	93
2024 Q3	$908K	Hold	3,828	–	–	0.05%	97
2024 Q2	$835K	Buy	3,828 +337	+10%	+$74K	0.05%	103
2024 Q1	$798K	Buy	3,491 +392	+13%	+$84.3K	0.05%	105
2023 Q4	$661K	Buy	+3,099	New	+$597K	0.05%	115

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

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

Midland Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, selling an estimated $148K and leaving 2,626 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #82.

Midland Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $908K in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Midland Wealth Advisors held 2,626 shares of Vanguard Morningstar Small-Cap ETF worth $796K as of Q2 2026.
Midland Wealth Advisors sold 515 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $148K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Midland Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Midland Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $908K in Q3 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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