Novus Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Novus Advisors’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	$283K	Sell	932 -11	-1%	-$3.15K	0.59%	41
2026 Q1	$247K	Buy	943 +2	+0.2%	+$541	0.55%	44
2025 Q4	$243K	Sell	941 -1	-0.1%	-$256	0.54%	40
2025 Q3	$240K	Sell	942 -211	-18%	-$52.3K	0.55%	41
2025 Q2	$273K	Sell	1,153 -813	-41%	-$181K	0.42%	59
2025 Q1	$436K	Buy	1,966 +181	+10%	+$43.2K	0.44%	63
2024 Q4	$429K	Buy	+1,785	New	+$439K	0.43%	63

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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 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

Novus Advisors's VB Position: Q2 2026 in Review

Novus Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $3.15K and leaving 932 shares worth $283K. The position accounts for 0.59% of the portfolio, ranked #41.

Novus Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Novus Advisors held 932 shares of Vanguard Morningstar Small-Cap ETF worth $283K as of Q2 2026.
Novus Advisors sold 11 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.15K.
Vanguard Morningstar Small-Cap ETF made up 0.59% of Novus Advisors's portfolio in Q2 2026, its #41 holding.
Novus Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $436K in Q1 2025.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.