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MilWealth Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MilWealth Group’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 		$52.5M Buy
173,301
+504
+0.3% +$144K 11.2% 2
2026
Q1 		$45.3M Buy
172,797
+476
+0.3% +$129K 10.77% 2
2025
Q4 		$44.5M Buy
172,321
+1,926
+1% +$493K 10.58% 2
2025
Q3 		$43.3M Buy
170,395
+649
+0.4% +$161K 10.56% 2
2025
Q2 		$40.2M Buy
169,746
+4,090
+2% +$912K 10.36% 2
2025
Q1 		$36.7M Buy
165,656
+411
+0.2% +$98.2K 10.12% 2
2024
Q4 		$39.7M Sell
165,245
-2,364
-1% -$582K 10.84% 2
2024
Q3 		$39.8M Buy
167,609
+2,094
+1% +$476K 11.66% 2
2024
Q2 		$36.1M Buy
165,515
+978
+0.6% +$215K 11.39% 2
2024
Q1 		$37.6M Sell
164,537
-1,089
-0.7% -$234K 11.99% 2
2023
Q4 		$35.3M Buy
165,626
+3,288
+2% +$634K 11.7% 2
2023
Q3 		$30.7M Buy
162,338
+3,731
+2% +$743K 12.09% 2
2023
Q2 		$31.5M Buy
158,607
+912
+0.6% +$172K 12.2% 2
2023
Q1 		$29.9M Sell
157,695
-2,283
-1% -$443K 11.85% 2
2022
Q4 		$29.4M Buy
159,978
+19
+0% +$3.52K 12.04% 2
2022
Q3 		$27.3M Buy
159,959
+8,632
+6% +$1.63M 11.91% 4
2022
Q2 		$26.7M Sell
151,327
-2,255
-1% -$435K 11.46% 3
2022
Q1 		$32.6M Buy
153,582
+4,010
+3% +$844K 12.48% 2
2021
Q4 		$33.8M Sell
149,572
-1,792
-1% -$407K 12.53% 2
2021
Q3 		$33.1M Buy
151,364
+14,920
+11% +$3.32M 12.73% 2
2021
Q2 		$30.7M Buy
136,444
+1,247
+0.9% +$276K 13.37% 2
2021
Q1 		$28.9M Sell
135,197
-15,333
-10% -$3.23M 13.91% 2
2020
Q4 		$29.3M Sell
150,530
-7,414
-5% -$1.31M 14.52% 2
2020
Q3 		$24.3M Sell
157,944
-5,772
-4% -$887K 13.43% 2
2020
Q2 		$23.9M Buy
163,716
+11,867
+8% +$1.59M 14.15% 2
2020
Q1 		$17.5M Buy
151,849
+24,636
+19% +$3.7M 13.59% 3
2019
Q4 		$21.1M Buy
127,213
+6,714
+6% +$1.07M 16.44% 2
2019
Q3 		$18.5M Buy
120,499
+280
+0.2% +$43.4K 15.57% 2
2019
Q2 		$18.8M Buy
120,219
+1,885
+2% +$291K 16% 2
2019
Q1 		$18.1M Buy
118,334
+23
+0% +$3.42K 16.23% 2
2018
Q4 		$15.6M Buy
+118,311
New +$17.2M 15.14% 3

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MilWealth Group's VB Position: Q2 2026 in Review

MilWealth Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.29% in Q2 2026, buying an estimated $144K and bringing the position to 173,301 shares worth $52.5M. The position accounts for 11.2% of the portfolio, ranked #2.

MilWealth Group first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MilWealth Group held 173,301 shares of Vanguard Morningstar Small-Cap ETF worth $52.5M as of Q2 2026.
  • MilWealth Group bought 504 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Morningstar Small-Cap ETF made up 11.2% of MilWealth Group's portfolio in Q2 2026, its #2 holding.
  • MilWealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.