Mount Yale Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mount Yale Investment 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	$5.85M	Buy	19,300 +3,417	+22%	+$979K	0.11%	206
2026 Q1	$4.16M	Buy	15,883 +6,509	+69%	+$1.76M	0.1%	212
2025 Q4	$2.42M	Buy	9,374 +8,583	+1,085%	+$2.2M	0.12%	171
2025 Q3	$201K	Buy	791 +759	+2,372%	+$188K	0.01%	633
2025 Q2	$7.64K	Buy	+32	New	+$7.14K	﹤0.01%	1176

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

Mount Yale Investment Advisors's VB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 22% in Q2 2026, buying an estimated $979K and bringing the position to 19,300 shares worth $5.85M. The position accounts for 0.11% of the portfolio, ranked #206.

Mount Yale Investment Advisors first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Mount Yale Investment Advisors held 19,300 shares of Vanguard Morningstar Small-Cap ETF worth $5.85M as of Q2 2026.
Mount Yale Investment Advisors bought 3,417 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $979K.
Vanguard Morningstar Small-Cap ETF made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #206 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.