Morling Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Morling Financial 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 Q1	$127K	Hold	485	–	–	0.04%	84
2025 Q4	$125K	Hold	485	–	–	0.04%	81
2025 Q3	$123K	Sell	485 -404	-45%	-$100K	0.04%	79
2025 Q2	$211K	Sell	889 -266	-23%	-$59.3K	0.07%	68
2025 Q1	$256K	Sell	1,155 -400	-26%	-$95.5K	0.09%	73
2024 Q4	$374K	Hold	1,555	–	–	0.13%	53
2024 Q3	$369K	Buy	1,555 +875	+129%	+$199K	0.14%	48
2024 Q2	$148K	Hold	680	–	–	0.06%	64
2024 Q1	$155K	Hold	680	–	–	0.09%	67
2023 Q4	$145K	Hold	680	–	–	0.12%	56
2023 Q3	$129K	Hold	680	–	–	0.13%	52
2023 Q2	$135K	Hold	680	–	–	0.13%	53
2023 Q1	$129K	Hold	680	–	–	0.14%	58
2022 Q4	$125K	Buy	680 +195	+40%	+$36.1K	0.16%	58
2022 Q3	$83K	Hold	485	–	–	0.11%	54
2022 Q2	$85K	Hold	485	–	–	0.11%	58
2022 Q1	$103K	Hold	485	–	–	0.13%	61
2021 Q4	$110K	Buy	+485	New	+$110K	0.11%	56

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morling Financial Advisors's VB Position: Q1 2026 in Review

Morling Financial Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 485 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #84.

Morling Financial Advisors first reported a position in VB in Q4 2021 and has held it in 18 quarters since. The position peaked at $374K in Q4 2024. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Morling Financial Advisors held 485 shares of Vanguard Small-Cap ETF worth $127K as of Q1 2026.
Morling Financial Advisors left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.04% of Morling Financial Advisors's portfolio in Q1 2026, its #84 holding.
Morling Financial Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's Vanguard Small-Cap ETF position peaked at $374K in Q4 2024.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.