Midwest Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Midwest Capital 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	$30.6K	Hold	101	–	–	0.01%	111
2026 Q1	$26.4K	Sell	101 -76	-43%	-$20.6K	0.01%	119
2025 Q4	$45.6K	Sell	177 -209	-54%	-$53.5K	0.02%	92
2025 Q3	$98.2K	Sell	386 -103	-21%	-$25.5K	0.05%	66
2025 Q2	$116K	Sell	489 -1,126	-70%	-$251K	0.06%	64
2025 Q1	$358K	Sell	1,615 -359	-18%	-$85.7K	0.22%	41
2024 Q4	$474K	Buy	+1,974	New	+$486K	0.35%	33

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

Midwest Capital Advisors's VB Position: Q2 2026 in Review

Midwest Capital Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 101 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #111.

Midwest Capital Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $474K in Q4 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Midwest Capital Advisors held 101 shares of Vanguard Morningstar Small-Cap ETF worth $30.6K as of Q2 2026.
Midwest Capital Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #111 holding.
Midwest Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $474K in Q4 2024.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.