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

Mittelman 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	$1.95M	Sell	1,848 -9,835	-84%	-$2.82M	1.29%	16
2026 Q1	$3.06M	Sell	11,683 -3,972	-25%	-$1.07M	1.91%	14
2025 Q4	$4.04M	Sell	15,655 -1,309	-8%	-$335K	2.62%	11
2025 Q3	$4.31M	Sell	16,964 -5,649	-25%	-$1.4M	2.82%	10
2025 Q2	$5.36M	Buy	22,613 +6,970	+45%	+$1.55M	4.52%	8
2025 Q1	$3.47M	Buy	15,643 +3,337	+27%	+$797K	3.13%	8
2024 Q4	$2.96M	Sell	12,306 -4,148	-25%	-$1.02M	2.75%	8
2024 Q3	$3.9M	Buy	16,454 +14,097	+598%	+$3.2M	2.22%	9
2024 Q2	$514K	Sell	2,357 -144	-6%	-$31.6K	0.33%	49
2024 Q1	$572K	Buy	+2,501	New	+$538K	0.39%	44

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

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

Mittelman Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 84% in Q2 2026, selling an estimated $2.82M and leaving 1,848 shares worth $1.95M. The position accounts for 1.29% of the portfolio, ranked #16.

Mittelman Wealth Management first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.36M in Q2 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Mittelman Wealth Management held 1,848 shares of Vanguard Morningstar Small-Cap ETF worth $1.95M as of Q2 2026.
Mittelman Wealth Management sold 9,835 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.82M.
Vanguard Morningstar Small-Cap ETF made up 1.29% of Mittelman Wealth Management's portfolio in Q2 2026, its #16 holding.
Mittelman Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $5.36M in Q2 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.