Morling Financial Advisors’s Vanguard Morningstar 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 Q2	$152K	Buy	500 +15	+3%	+$4.3K	0.04%	90
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 $1.55T 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

Morling Financial Advisors's VB Position: Q2 2026 in Review

Morling Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q2 2026, buying an estimated $4.3K and bringing the position to 500 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #90.

Morling Financial Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $374K in Q4 2024. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Morling Financial Advisors held 500 shares of Vanguard Morningstar Small-Cap ETF worth $152K as of Q2 2026.
Morling Financial Advisors bought 15 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.3K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Morling Financial Advisors's portfolio in Q2 2026, its #90 holding.
Morling Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Morling Financial Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $374K in Q4 2024.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.