Morris Financial Concepts’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Morris Financial Concepts’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	$19.7K	Hold	65	–	–	0.01%	171
2026 Q1	$17K	Hold	65	–	–	0.01%	172
2025 Q4	$16.8K	Hold	65	–	–	0.01%	169
2025 Q3	$16.5K	Hold	65	–	–	0.01%	174
2025 Q2	$15.4K	Buy	65 +10	+18%	+$2.23K	0.01%	172
2025 Q1	$12.2K	Hold	55	–	–	0.01%	173
2024 Q4	$13.2K	Sell	55 -48	-47%	-$11.8K	0.01%	159
2024 Q3	$24.4K	Buy	+103	New	+$23.4K	0.01%	160
2024 Q1	–	Sell	-75	Closed	-$16.1K	–	173
2023 Q4	$15.9K	Hold	75	–	–	0.01%	130
2023 Q3	$14.1K	Hold	75	–	–	0.01%	121
2023 Q2	$14.8K	Hold	75	–	–	0.01%	123
2023 Q1	$14.2K	Hold	75	–	–	0.01%	121
2022 Q4	$13.7K	Sell	75 -19	-20%	-$3.52K	0.01%	113
2022 Q3	$16K	Buy	94 +1	+1%	+$189	0.02%	89
2022 Q2	$16K	Hold	93	–	–	0.02%	97
2022 Q1	$20K	Buy	93 +7	+8%	+$1.47K	0.02%	92
2021 Q4	$19K	Buy	+86	New	+$19.5K	0.02%	86

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

Morris Financial Concepts's VB Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 65 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #171.

Morris Financial Concepts first reported a position in VB in Q4 2021 and has held it in 17 quarters since. The position peaked at $24.4K in Q3 2024. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Morris Financial Concepts held 65 shares of Vanguard Morningstar Small-Cap ETF worth $19.7K as of Q2 2026.
Morris Financial Concepts left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #171 holding.
Morris Financial Concepts first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Morris Financial Concepts's Vanguard Morningstar Small-Cap ETF position peaked at $24.4K in Q3 2024.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.