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

MorganRosel 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
Q1 		$1.16M Sell
4,440
-1,576
-26% -$426K 0.46% 36
2025
Q4 		$1.55M Buy
6,016
+461
+8% +$118K 0.39% 44
2025
Q3 		$1.41M Buy
5,555
+409
+8% +$101K 0.37% 46
2025
Q2 		$1.22M Buy
5,146
+566
+12% +$126K 0.33% 47
2025
Q1 		$1.02M Buy
4,580
+910
+25% +$217K 0.31% 55
2024
Q4 		$882K Buy
3,670
+252
+7% +$62K 0.29% 60
2024
Q3 		$811K Sell
3,418
-2,582
-43% -$587K 0.27% 64
2024
Q2 		$1.31M Sell
6,000
-125
-2% -$27.4K 0.46% 37
2024
Q1 		$1.4M Buy
6,125
+2,295
+60% +$494K 0.5% 35
2023
Q4 		$817K Buy
3,830
+647
+20% +$125K 0.32% 57
2023
Q3 		$602K Buy
3,183
+60
+2% +$12K 0.25% 65
2023
Q2 		$621K Sell
3,123
-137
-4% -$25.9K 0.25% 68
2023
Q1 		$618K Buy
3,260
+1,222
+60% +$237K 0.26% 67
2022
Q4 		$374K Buy
2,038
+291
+17% +$53.9K 0.17% 77
2022
Q3 		$299K Buy
+1,747
New +$330K 0.15% 81
2022
Q2 		– Sell
-1,500
Closed -$319K – 97
2022
Q1 		$319K Buy
+1,500
New +$316K 0.15% 75

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MorganRosel Wealth Management's VB Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 26% in Q1 2026, selling an estimated $426K and leaving 4,440 shares worth $1.16M. The position accounts for 0.46% of the portfolio, ranked #36.

MorganRosel Wealth Management first reported a position in VB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • MorganRosel Wealth Management held 4,440 shares of Vanguard Small-Cap ETF worth $1.16M as of Q1 2026.
  • MorganRosel Wealth Management sold 1,576 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $426K.
  • Vanguard Small-Cap ETF made up 0.46% of MorganRosel Wealth Management's portfolio in Q1 2026, its #36 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • MorganRosel Wealth Management's Vanguard Small-Cap ETF position peaked at $1.55M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.