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

Oak Wealth 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	$1.6M	Hold	5,294	–	–	0.77%	18
2026 Q1	$1.39M	Hold	5,294	–	–	0.76%	18
2025 Q4	$1.37M	Hold	5,294	–	–	0.78%	18
2025 Q3	$1.35M	Buy	5,294 +100	+2%	+$24.8K	0.78%	17
2025 Q2	$1.23M	Sell	5,194 -179	-3%	-$39.9K	0.79%	17
2025 Q1	$1.19M	Buy	5,373 +1,160	+28%	+$277K	0.88%	16
2024 Q4	$1.01M	Buy	+4,213	New	+$1.04M	0.78%	18

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Oak Wealth Advisors's VB Position: Q2 2026 in Review

Oak Wealth Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 5,294 shares worth $1.6M. The position accounts for 0.77% of the portfolio, ranked #18.

Oak Wealth Advisors first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 1,188 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Oak Wealth Advisors held 5,294 shares of Vanguard Morningstar Small-Cap ETF worth $1.6M as of Q2 2026.
Oak Wealth Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.77% of Oak Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Oak Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,188 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.