MJT & Associates Financial Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MJT & Associates Financial Advisory’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	$6.06K	Hold	20	–	–	﹤0.01%	266
2026 Q1	$5.24K	Hold	20	–	–	﹤0.01%	262
2025 Q4	$5.16K	Hold	20	–	–	﹤0.01%	276
2025 Q3	$5.09K	Hold	20	–	–	﹤0.01%	288
2025 Q2	$4.74K	Hold	20	–	–	0.01%	311
2025 Q1	$4.43K	Buy	+20	New	+$4.78K	﹤0.01%	315

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

MJT & Associates Financial Advisory's VB Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 20 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

MJT & Associates Financial Advisory first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MJT & Associates Financial Advisory held 20 shares of Vanguard Morningstar Small-Cap ETF worth $6.06K as of Q2 2026.
MJT & Associates Financial Advisory left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #266 holding.
MJT & Associates Financial Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.