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MY Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

MY Wealth Management’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 		$2.8M Sell
9,243
-7,838
-46% -$2.25M 1.97% 18
2026
Q1 		$3.79M Buy
17,081
+29
+0.2% +$7.85K 3.67% 12
2025
Q4 		$4.4M Sell
17,052
-143
-0.8% -$36.6K 3.83% 10
2025
Q3 		$4.37M Buy
17,195
+176
+1% +$43.6K 3.83% 10
2025
Q2 		$4.03M Sell
17,019
-62
-0.4% -$13.8K 3.86% 12
2025
Q1 		$3.79M Sell
17,081
-97
-0.6% -$23.2K 3.67% 12
2024
Q4 		$4.13M Sell
17,178
-21
-0.1% -$5.17K 4.12% 11
2024
Q3 		$4.08M Buy
17,199
+267
+2% +$60.7K 4.14% 11
2024
Q2 		$3.69M Buy
16,932
+415
+3% +$91.1K 4.2% 11
2024
Q1 		$3.78M Sell
16,517
-2,599
-14% -$559K 4.16% 13
2023
Q4 		$4.08M Buy
19,116
+832
+5% +$160K 3.84% 10
2023
Q3 		$3.46M Sell
18,284
-191
-1% -$38.1K 3.44% 12
2023
Q2 		$3.67M Buy
18,475
+1,258
+7% +$238K 3.35% 13
2023
Q1 		$3.26M Buy
17,217
+69
+0.4% +$13.4K 3.27% 12
2022
Q4 		$3.15M Sell
17,148
-12,233
-42% -$2.27M 4.79% 8
2022
Q3 		$5.02M Buy
29,381
+747
+3% +$141K 5.39% 7
2022
Q2 		$5.04M Sell
28,634
-26
-0.1% -$5.02K 5.45% 8
2022
Q1 		$6.09M Buy
28,660
+13,949
+95% +$2.94M 5.64% 5
2021
Q4 		$3.33M Buy
+14,711
New +$3.34M 2.92% 15

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MY Wealth Management's VB Position: Q2 2026 in Review

MY Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 46% in Q2 2026, selling an estimated $2.25M and leaving 9,243 shares worth $2.8M. The position accounts for 1.97% of the portfolio, ranked #18.

MY Wealth Management first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.09M in Q1 2022. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • MY Wealth Management held 9,243 shares of Vanguard Morningstar Small-Cap ETF worth $2.8M as of Q2 2026.
  • MY Wealth Management sold 7,838 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.25M.
  • Vanguard Morningstar Small-Cap ETF made up 1.97% of MY Wealth Management's portfolio in Q2 2026, its #18 holding.
  • MY Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • MY Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $6.09M in Q1 2022.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.