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MONECO Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MONECO Advisors’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 		$2.56M Sell
8,457
-216
-2% -$61.9K 0.16% 136
2026
Q1 		$2.27M Sell
8,673
-574
-6% -$155K 0.18% 125
2025
Q4 		$2.39M Sell
9,247
-303
-3% -$77.6K 0.19% 117
2025
Q3 		$2.43M Sell
9,550
-1,306
-12% -$324K 0.2% 105
2025
Q2 		$2.57M Sell
10,856
-4,026
-27% -$898K 0.24% 99
2025
Q1 		$3.3M Sell
14,882
-2,406
-14% -$575K 0.34% 64
2024
Q4 		$4.15M Sell
17,288
-431
-2% -$106K 0.44% 51
2024
Q3 		$4.2M Sell
17,719
-22
-0.1% -$5K 0.52% 48
2024
Q2 		$3.87M Sell
17,741
-422
-2% -$92.7K 0.57% 46
2024
Q1 		$4.15M Buy
18,163
+1,784
+11% +$384K 0.66% 31
2023
Q4 		$3.49M Buy
16,379
+7,774
+90% +$1.5M 0.67% 31
2023
Q3 		$1.63M Buy
8,605
+121
+1% +$24.1K 0.44% 51
2023
Q2 		$1.69M Sell
8,484
-325
-4% -$61.4K 0.46% 48
2023
Q1 		$1.67M Sell
8,809
-529
-6% -$103K 0.49% 46
2022
Q4 		$1.71M Sell
9,338
-656
-7% -$122K 0.62% 35
2022
Q3 		$1.71M Sell
9,994
-552
-5% -$104K 0.68% 33
2022
Q2 		$1.86M Buy
10,546
+55
+0.5% +$10.6K 0.72% 32
2022
Q1 		$2.23M Sell
10,491
-372
-3% -$78.3K 0.82% 24
2021
Q4 		$2.24M Buy
10,863
+432
+4% +$98.2K 0.84% 23
2021
Q3 		$2.28M Buy
10,431
+6,040
+138% +$1.34M 0.9% 25
2021
Q2 		$989K Sell
4,391
-790
-15% -$175K 0.46% 54
2021
Q1 		$1.11M Buy
5,181
+93
+2% +$19.6K 0.54% 44
2020
Q4 		$1.05M Buy
5,088
+1,148
+29% +$203K 0.58% 41
2020
Q3 		$606K Sell
3,940
-785
-17% -$121K 0.39% 64
2020
Q2 		$688K Buy
4,725
+45
+1% +$6.04K 0.54% 46
2020
Q1 		$540K Sell
4,680
-1,382
-23% -$208K 0.55% 49
2019
Q4 		$1.03M Buy
6,062
+127
+2% +$20.2K 0.73% 33
2019
Q3 		$913K Buy
5,935
+71
+1% +$11K 0.71% 34
2019
Q2 		$919K Buy
5,864
+317
+6% +$49K 0.74% 34
2019
Q1 		$848K Buy
5,547
+126
+2% +$18.7K 0.69% 35
2018
Q4 		$715K Buy
+5,421
New +$789K 0.83% 29

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

MONECO Advisors's VB Position: Q2 2026 in Review

MONECO Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $61.9K and leaving 8,457 shares worth $2.56M. The position accounts for 0.16% of the portfolio, ranked #136.

MONECO Advisors first reported a position in VB in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.2M in Q3 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MONECO Advisors held 8,457 shares of Vanguard Morningstar Small-Cap ETF worth $2.56M as of Q2 2026.
  • MONECO Advisors sold 216 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $61.9K.
  • Vanguard Morningstar Small-Cap ETF made up 0.16% of MONECO Advisors's portfolio in Q2 2026, its #136 holding.
  • MONECO Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • MONECO Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $4.2M in Q3 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.