Milestone Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Milestone Investment 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	$691K	Buy	2,278 +7	+0.3%	+$2.01K	0.15%	60
2026 Q1	$595K	Buy	2,271 +8	+0.4%	+$2.17K	0.14%	59
2025 Q4	$584K	Hold	2,263	–	–	0.14%	56
2025 Q3	$575K	Hold	2,263	–	–	0.14%	57
2025 Q2	$536K	Hold	2,263	–	–	0.14%	60
2025 Q1	$502K	Hold	2,263	–	–	0.14%	59
2024 Q4	$544K	Hold	2,263	–	–	0.15%	58
2024 Q3	$537K	Buy	2,263 +422	+23%	+$95.9K	0.15%	56
2024 Q2	$401K	Hold	1,841	–	–	0.11%	59
2024 Q1	$421K	Hold	1,841	–	–	0.11%	58
2023 Q4	$393K	Buy	1,841 +47	+3%	+$9.06K	0.11%	58
2023 Q3	$339K	Hold	1,794	–	–	0.1%	77
2023 Q2	$357K	Hold	1,794	–	–	0.11%	55
2023 Q1	$340K	Hold	1,794	–	–	0.11%	74
2022 Q4	$329K	Buy	+1,794	New	+$333K	0.12%	52

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

Milestone Investment Advisors's VB Position: Q2 2026 in Review

Milestone Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.31% in Q2 2026, buying an estimated $2.01K and bringing the position to 2,278 shares worth $691K. The position accounts for 0.15% of the portfolio, ranked #60.

Milestone Investment Advisors first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Milestone Investment Advisors held 2,278 shares of Vanguard Morningstar Small-Cap ETF worth $691K as of Q2 2026.
Milestone Investment Advisors bought 7 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.01K.
Vanguard Morningstar Small-Cap ETF made up 0.15% of Milestone Investment Advisors's portfolio in Q2 2026, its #60 holding.
Milestone Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.