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Nadler Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nadler Financial Group’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 		$3.66M Sell
12,080
-30
-0.2% -$8.6K 0.31% 32
2026
Q1 		$3.17M Sell
12,110
-3,565
-23% -$965K 0.31% 34
2025
Q4 		$4.04M Buy
15,675
+159
+1% +$40.7K 0.38% 32
2025
Q3 		$3.95M Sell
15,516
-1,160
-7% -$288K 0.38% 33
2025
Q2 		$3.95M Sell
16,676
-1,166
-7% -$260K 0.4% 29
2025
Q1 		$3.96M Sell
17,842
-1,184
-6% -$283K 0.44% 30
2024
Q4 		$4.57M Buy
19,026
+780
+4% +$192K 0.48% 29
2024
Q3 		$4.33M Hold
18,246
– – 0.48% 27
2024
Q2 		$3.98M Buy
18,246
+110
+0.6% +$24.2K 0.47% 28
2024
Q1 		$4.15M Buy
18,136
+65
+0.4% +$14K 0.51% 28
2023
Q4 		$3.86M Sell
18,071
-435
-2% -$83.8K 0.52% 27
2023
Q3 		$3.5M Sell
18,506
-485
-3% -$96.6K 0.53% 27
2023
Q2 		$3.78M Sell
18,991
-125
-0.7% -$23.6K 0.55% 26
2023
Q1 		$3.62M Buy
19,116
+1,560
+9% +$303K 0.58% 26
2022
Q4 		$3.22M Buy
17,556
+1,150
+7% +$213K 0.56% 23
2022
Q3 		$2.8M Buy
16,406
+5,443
+50% +$1.03M 0.53% 27
2022
Q2 		$1.93M Sell
10,963
-499
-4% -$96.4K 0.36% 32
2022
Q1 		$2.44M Sell
11,462
-1,835
-14% -$386K 0.38% 31
2021
Q4 		$3M Buy
13,297
+749
+6% +$170K 0.44% 30
2021
Q3 		$2.74M Sell
12,548
-5,035
-29% -$1.12M 0.45% 30
2021
Q2 		$3.96M Sell
17,583
-9,750
-36% -$2.16M 0.65% 24
2021
Q1 		$5.85M Sell
27,333
-4,719
-15% -$994K 1.05% 18
2020
Q4 		$6.24M Buy
32,052
+19,275
+151% +$3.4M 1.19% 17
2020
Q3 		$1.97M Sell
12,777
-3,840
-23% -$590K 0.44% 29
2020
Q2 		$2.42M Buy
16,617
+13,445
+424% +$1.81M 0.61% 23
2020
Q1 		$366K Sell
3,172
-290
-8% -$43.6K 0.11% 54
2019
Q4 		$573K Buy
3,462
+84
+2% +$13.4K 0.14% 50
2019
Q3 		$520K Buy
3,378
+1
+0% +$155 0.14% 48
2019
Q2 		$529K Hold
3,377
– – 0.15% 49
2019
Q1 		$516K Sell
3,377
-1,902
-36% -$283K 0.16% 50
2018
Q4 		$697K Sell
5,279
-2,305
-30% -$336K 0.23% 43
2018
Q3 		$1.23M Sell
7,584
-400
-5% -$64.7K 0.33% 29
2018
Q2 		$1.24M Buy
7,984
+1,561
+24% +$239K 0.35% 27
2018
Q1 		$944K Hold
6,423
– – 0.29% 33
2017
Q4 		$949K Buy
6,423
+1
+0% +$145 0.29% 36
2017
Q3 		$908K Sell
6,422
-3,793
-37% -$517K 0.3% 32
2017
Q2 		$1.39M Sell
10,215
-2,000
-16% -$268K 0.47% 22
2017
Q1 		$1.63M Buy
12,215
+60
+0.5% +$7.94K 0.57% 20
2016
Q4 		$1.57M Buy
12,155
+600
+5% +$74.5K 0.58% 20
2016
Q3 		$1.41M Buy
11,555
+3,235
+39% +$391K 0.56% 19
2016
Q2 		$962K Buy
8,320
+835
+11% +$94.8K 0.41% 26
2016
Q1 		$835K Buy
+7,485
New +$775K 0.37% 31

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nadler Financial Group's VB Position: Q2 2026 in Review

Nadler Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.25% in Q2 2026, selling an estimated $8.6K and leaving 12,080 shares worth $3.66M. The position accounts for 0.31% of the portfolio, ranked #32.

Nadler Financial Group first reported a position in VB in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.24M in Q4 2020. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Nadler Financial Group held 12,080 shares of Vanguard Morningstar Small-Cap ETF worth $3.66M as of Q2 2026.
  • Nadler Financial Group sold 30 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.31% of Nadler Financial Group's portfolio in Q2 2026, its #32 holding.
  • Nadler Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and has held it in 42 quarters since.
  • Nadler Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $6.24M in Q4 2020.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.