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Moneywise Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Moneywise Inc’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 		$2.79M Sell
9,197
-234
-2% -$67.1K 1.04% 27
2026
Q1 		$2.47M Sell
9,431
-691
-7% -$187K 1.08% 27
2025
Q4 		$2.61M Buy
10,122
+5,431
+116% +$1.39M 1.09% 25
2025
Q3 		$1.19M Sell
4,691
-208
-4% -$51.6K 0.54% 32
2025
Q2 		$1.16M Sell
4,899
-8,165
-63% -$1.82M 0.54% 35
2025
Q1 		$2.9M Buy
13,064
+8,056
+161% +$1.92M 1.53% 18
2024
Q4 		$1.2M Sell
5,008
-201
-4% -$49.5K 0.6% 30
2024
Q3 		$1.24M Sell
5,209
-407
-7% -$92.5K 0.61% 35
2024
Q2 		$1.22M Sell
5,616
-111
-2% -$24.4K 0.65% 31
2024
Q1 		$1.31M Sell
5,727
-289
-5% -$62.2K 0.71% 29
2023
Q4 		$1.28M Sell
6,016
-329
-5% -$63.4K 0.74% 21
2023
Q3 		$1.2M Sell
6,345
-1,049
-14% -$209K 0.75% 22
2023
Q2 		$1.47M Sell
7,394
-203
-3% -$38.4K 0.91% 21
2023
Q1 		$1.44M Buy
7,597
+699
+10% +$136K 0.93% 21
2022
Q4 		$1.27M Buy
6,898
+91
+1% +$16.9K 0.95% 21
2022
Q3 		$1.16M Buy
6,807
+81
+1% +$15.3K 0.95% 20
2022
Q2 		$1.19M Buy
6,726
+62
+0.9% +$12K 0.92% 22
2022
Q1 		$1.42M Sell
6,664
-89
-1% -$18.7K 0.93% 21
2021
Q4 		$1.53M Sell
6,753
-961
-12% -$218K 0.98% 22
2021
Q3 		$1.69M Buy
7,714
+634
+9% +$141K 1.1% 21
2021
Q2 		$1.59M Sell
7,080
-791
-10% -$175K 1.09% 21
2021
Q1 		$1.69M Sell
7,871
-7
-0.1% -$1.48K 1.14% 19
2020
Q4 		$1.53M Sell
7,878
-218
-3% -$38.5K 1.1% 20
2020
Q3 		$1.25M Sell
8,096
-129
-2% -$19.8K 0.99% 23
2020
Q2 		$1.2M Buy
+8,225
New +$1.1M 0.96% 26

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

Moneywise Inc's VB Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, selling an estimated $67.1K and leaving 9,197 shares worth $2.79M. The position accounts for 1.04% of the portfolio, ranked #27.

Moneywise Inc first reported a position in VB in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.9M in Q1 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Moneywise Inc held 9,197 shares of Vanguard Morningstar Small-Cap ETF worth $2.79M as of Q2 2026.
  • Moneywise Inc sold 234 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $67.1K.
  • Vanguard Morningstar Small-Cap ETF made up 1.04% of Moneywise Inc's portfolio in Q2 2026, its #27 holding.
  • Moneywise Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Moneywise Inc's Vanguard Morningstar Small-Cap ETF position peaked at $2.9M in Q1 2025.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.