MinichMacGregor Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MinichMacGregor Wealth Management’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	$246K	Hold	811	–	–	0.04%	133
2026 Q1	$212K	Hold	811	–	–	0.04%	127
2025 Q4	$209K	Hold	811	–	–	0.04%	129
2025 Q3	$206K	Buy	+811	New	+$201K	0.04%	134
2023 Q1	–	Sell	-255	Closed	-$46.8K	–	621
2022 Q4	$46.8K	Sell	255 -25,816	-99%	-$4.78M	0.02%	187
2022 Q3	$4.46M	Buy	26,071 +1,783	+7%	+$337K	1.78%	19
2022 Q2	$4.28M	Buy	+24,288	New	+$4.69M	1.76%	22
2018 Q4	–	Sell	-51	Closed	-$8K	–	496
2018 Q3	$8K	Hold	51	–	–	0.01%	343
2018 Q2	$7K	Buy	+51	New	+$7.8K	0.01%	352
2018 Q1	–	Sell	-546	Closed	-$80K	–	553
2017 Q4	$80K	Buy	+546	New	+$79K	0.06%	81
2017 Q3	–	Sell	-247	Closed	-$33K	–	519
2017 Q2	$33K	Buy	247 +244	+8,133%	+$32.7K	0.03%	131
2017 Q1	$0	Buy	+3	New	+$397	﹤0.01%	503

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MinichMacGregor Wealth Management's VB Position: Q2 2026 in Review

MinichMacGregor Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 811 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #133.

MinichMacGregor Wealth Management first reported a position in VB in Q1 2017 and has held it in 12 quarters since. The position peaked at $4.46M in Q3 2022. 1,254 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MinichMacGregor Wealth Management held 811 shares of Vanguard Morningstar Small-Cap ETF worth $246K as of Q2 2026.
MinichMacGregor Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #133 holding.
MinichMacGregor Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 12 quarters since.
MinichMacGregor Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $4.46M in Q3 2022.
1,254 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.