Nova R Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Nova R Wealth’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	$457K	Sell	1,508 -460	-23%	-$132K	0.13%	59
2026 Q1	$515K	Sell	1,968 -214	-10%	-$57.9K	0.16%	59
2025 Q4	$563K	Buy	2,182 +11	+0.5%	+$2.82K	0.21%	55
2025 Q3	$552K	Buy	2,171 +55	+3%	+$13.6K	0.23%	51
2025 Q2	$502K	Buy	2,116 +712	+51%	+$159K	0.23%	54
2025 Q1	$311K	Buy	1,404 +7	+0.5%	+$1.67K	0.15%	61
2024 Q4	$336K	Sell	1,397 -18	-1%	-$4.43K	0.17%	60
2024 Q3	$336K	Sell	1,415 -40	-3%	-$9.09K	0.17%	64
2024 Q2	$317K	Sell	1,455 -228	-14%	-$50.1K	0.16%	62
2024 Q1	$385K	Buy	1,683 +284	+20%	+$61.1K	0.2%	58
2023 Q4	$299K	Sell	1,399 -119	-8%	-$22.9K	0.19%	54
2023 Q3	$287K	Buy	1,518 +258	+20%	+$51.4K	0.2%	51
2023 Q2	$251K	Buy	+1,260	New	+$238K	0.17%	57

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

Nova R Wealth's VB Position: Q2 2026 in Review

Nova R Wealth reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 23% in Q2 2026, selling an estimated $132K and leaving 1,508 shares worth $457K. The position accounts for 0.13% of the portfolio, ranked #59.

Nova R Wealth first reported a position in VB in Q2 2023 and has held it in 13 quarters since. The position peaked at $563K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Nova R Wealth held 1,508 shares of Vanguard Morningstar Small-Cap ETF worth $457K as of Q2 2026.
Nova R Wealth sold 460 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $132K.
Vanguard Morningstar Small-Cap ETF made up 0.13% of Nova R Wealth's portfolio in Q2 2026, its #59 holding.
Nova R Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Nova R Wealth's Vanguard Morningstar Small-Cap ETF position peaked at $563K in Q4 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.