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

One 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	$200K	Buy	+660	New	+$189K	0.02%	316
2023 Q1	–	Sell	-220	Closed	-$40.4K	–	582
2022 Q4	$40.4K	Buy	+220	New	+$40.8K	0.01%	451
2022 Q2	–	Sell	-2,327	Closed	-$495K	–	215
2022 Q1	$495K	Buy	2,327 +999	+75%	+$210K	0.12%	93
2021 Q4	$300K	Buy	1,328 +328	+33%	+$74.5K	0.08%	134
2021 Q3	$219K	Buy	+1,000	New	+$222K	0.06%	192

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 22.9% 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

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

One Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 660 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in VB as recently as Q4 2022.

One Wealth Advisors first reported a position in VB in Q3 2021 and has held it in 5 quarters since. The position peaked at $495K in Q1 2022. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

One Wealth Advisors held 660 shares of Vanguard Morningstar Small-Cap ETF worth $200K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new One Wealth Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.02% of One Wealth Advisors's portfolio in Q2 2026, its #316 holding.
One Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2021 and has held it in 5 quarters since.
One Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $495K in Q1 2022.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.