Moss Adams Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Moss Adams Wealth 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	$969K	Buy	3,196 +99	+3%	+$28.4K	0.06%	96
2026 Q1	$811K	Hold	3,097	–	–	0.06%	103
2025 Q4	$799K	Sell	3,097 -108	-3%	-$27.7K	0.06%	98
2025 Q3	$818K	Hold	3,205	–	–	0.06%	93
2025 Q2	$762K	Sell	3,205 -140	-4%	-$31.2K	0.07%	100
2025 Q1	$742K	Buy	3,345 +142	+4%	+$33.9K	0.08%	82
2024 Q4	$770K	Buy	+3,203	New	+$788K	0.08%	73
2023 Q4	–	Sell	-223	Closed	-$42.2K	–	165
2023 Q3	$42.2K	Hold	223	–	–	0.01%	123
2023 Q2	$44.4K	Sell	223 -251	-53%	-$47.4K	0.01%	109
2023 Q1	$89.8K	Buy	474 +1	+0.2%	+$194	0.03%	100
2022 Q4	$86.8K	Buy	+473	New	+$87.7K	0.04%	113

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Moss Adams Wealth Advisors's VB Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 3.2% in Q2 2026, buying an estimated $28.4K and bringing the position to 3,196 shares worth $969K. The position accounts for 0.06% of the portfolio, ranked #96.

Moss Adams Wealth Advisors first reported a position in VB in Q4 2022 and has held it in 11 quarters since. 1,049 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Moss Adams Wealth Advisors held 3,196 shares of Vanguard Small-Cap ETF worth $969K as of Q2 2026.
Moss Adams Wealth Advisors bought 99 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $28.4K.
Vanguard Small-Cap ETF made up 0.06% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #96 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 11 quarters since.
1,049 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.