MPS Loria Financial Planners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MPS Loria Financial Planners’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	$48M	Buy	158,328 +3,985	+3%	+$1.14M	11.03%	4
2026 Q1	$40.4M	Buy	154,343 +2,503	+2%	+$677K	10.67%	4
2025 Q4	$39.2M	Buy	151,840 +2,365	+2%	+$606K	10.07%	4
2025 Q3	$38M	Buy	149,475 +3,136	+2%	+$778K	10.1%	4
2025 Q2	$34.7M	Sell	146,339 -3,855	-3%	-$860K	10.21%	4
2025 Q1	$33.3M	Buy	150,194 +8,079	+6%	+$1.93M	9.88%	4
2024 Q4	$34.1M	Sell	142,115 -579	-0.4%	-$142K	10.11%	3
2024 Q3	$33.9M	Buy	142,694 +4,072	+3%	+$925K	10.09%	4
2024 Q2	$30.2M	Buy	+138,622	New	+$30.4M	9.74%	4

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

MPS Loria Financial Planners's VB Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q2 2026, buying an estimated $1.14M and bringing the position to 158,328 shares worth $48M. The position accounts for 11.03% of the portfolio, ranked #4.

MPS Loria Financial Planners first reported a position in VB in Q2 2024 and has held it in 9 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

MPS Loria Financial Planners held 158,328 shares of Vanguard Morningstar Small-Cap ETF worth $48M as of Q2 2026.
MPS Loria Financial Planners bought 3,985 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.14M.
Vanguard Morningstar Small-Cap ETF made up 11.03% of MPS Loria Financial Planners's portfolio in Q2 2026, its #4 holding.
MPS Loria Financial Planners first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.