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

Oakmont Investment 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
Q1 		– Sell
-1,245
Closed -$321K – 134
2025
Q4 		$321K Buy
+1,245
New +$319K 0.24% 90

Other funds holding VB

Bank of America
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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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Oakmont Investment Advisors's VB Position: Q1 2026 in Review

Oakmont Investment Advisors sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,245 shares — an estimated $321K sold.

Oakmont Investment Advisors first reported a position in VB in Q4 2025 and held it in 1 quarter. The position peaked at $321K in Q4 2025. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Oakmont Investment Advisors reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 1,245 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $321K.
  • Oakmont Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Oakmont Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $321K in Q4 2025.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.