Miller Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Miller Financial Services’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	$256K	Sell	845 -834	-50%	-$239K	0.21%	114
2026 Q1	$440K	Buy	1,679 +4	+0.2%	+$1.08K	0.48%	65
2025 Q4	$432K	Sell	1,675 -125	-7%	-$32K	0.51%	56
2025 Q3	$458K	Sell	1,800 -5	-0.3%	-$1.24K	0.53%	60
2025 Q2	$428K	Buy	+1,805	New	+$403K	0.55%	60

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

Miller Financial Services's VB Position: Q2 2026 in Review

Miller Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 50% in Q2 2026, selling an estimated $239K and leaving 845 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #114.

Miller Financial Services first reported a position in VB in Q2 2025 and has held it in 5 quarters since. The position peaked at $458K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Miller Financial Services held 845 shares of Vanguard Morningstar Small-Cap ETF worth $256K as of Q2 2026.
Miller Financial Services sold 834 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $239K.
Vanguard Morningstar Small-Cap ETF made up 0.21% of Miller Financial Services's portfolio in Q2 2026, its #114 holding.
Miller Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Miller Financial Services's Vanguard Morningstar Small-Cap ETF position peaked at $458K in Q3 2025.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.