Mustard Seed Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Mustard Seed Financial’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	$1.77M	Buy	5,833 +93	+2%	+$26.7K	0.92%	23
2026 Q1	$1.5M	Buy	5,740 +340	+6%	+$92K	0.9%	24
2025 Q4	$1.39M	Buy	5,400 +70	+1%	+$17.9K	0.88%	26
2025 Q3	$1.36M	Buy	5,330 +541	+11%	+$134K	0.87%	29
2025 Q2	$1.13M	Buy	4,789 +474	+11%	+$106K	0.82%	28
2025 Q1	$957K	Buy	4,315 +484	+13%	+$116K	0.77%	29
2024 Q4	$920K	Buy	3,831 +268	+8%	+$65.9K	0.75%	30
2024 Q3	$845K	Buy	3,563 +135	+4%	+$30.7K	0.7%	32
2024 Q2	$747K	Sell	3,428 -32	-0.9%	-$7.03K	0.72%	34
2024 Q1	$791K	Sell	3,460 -61	-2%	-$13.1K	0.79%	33
2023 Q4	$751K	Buy	+3,521	New	+$678K	0.85%	30

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

Mustard Seed Financial's VB Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, buying an estimated $26.7K and bringing the position to 5,833 shares worth $1.77M. The position accounts for 0.92% of the portfolio, ranked #23.

Mustard Seed Financial first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Mustard Seed Financial held 5,833 shares of Vanguard Morningstar Small-Cap ETF worth $1.77M as of Q2 2026.
Mustard Seed Financial bought 93 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.7K.
Vanguard Morningstar Small-Cap ETF made up 0.92% of Mustard Seed Financial's portfolio in Q2 2026, its #23 holding.
Mustard Seed Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.