OWM
VB icon

Orgel Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Orgel Wealth Management’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 		$10.3M Buy
33,887
+88
+0.3% +$25.2K 0.19% 27
2026
Q1 		$8.85M Sell
33,799
-384
-1% -$104K 0.19% 30
2025
Q4 		$8.82M Sell
34,183
-2,566
-7% -$657K 0.19% 29
2025
Q3 		$9.34M Sell
36,749
-12,262
-25% -$3.04M 0.21% 29
2025
Q2 		$11.6M Buy
49,011
+3,493
+8% +$779K 0.28% 27
2025
Q1 		$10.1M Buy
45,518
+1,138
+3% +$272K 0.26% 26
2024
Q4 		$10.7M Buy
44,380
+179
+0.4% +$44K 0.28% 27
2024
Q3 		$10.5M Sell
44,201
-3,946
-8% -$897K 0.26% 30
2024
Q2 		$10.5M Sell
48,147
-1,814
-4% -$398K 0.28% 28
2024
Q1 		$11.4M Sell
49,961
-5,933
-11% -$1.28M 0.31% 28
2023
Q4 		$11.9M Buy
55,894
+11,337
+25% +$2.18M 0.35% 29
2023
Q3 		$8.42M Buy
44,557
+6,680
+18% +$1.33M 0.28% 26
2023
Q2 		$7.53M Sell
37,877
-9,920
-21% -$1.87M 0.25% 27
2023
Q1 		$9.06M Sell
47,797
-2,046
-4% -$397K 0.32% 27
2022
Q4 		$9.15M Buy
49,843
+120
+0.2% +$22.2K 0.35% 27
2022
Q3 		$8.5M Sell
49,723
-1,102,253
-96% -$208M 0.42% 26
2022
Q2 		$203M Buy
+1,151,976
New +$222M 11.48% 4

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Orgel Wealth Management's VB Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.26% in Q2 2026, buying an estimated $25.2K and bringing the position to 33,887 shares worth $10.3M. The position accounts for 0.19% of the portfolio, ranked #27.

Orgel Wealth Management first reported a position in VB in Q2 2022 and has held it in 17 quarters since. The position peaked at $203M in Q2 2022. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Orgel Wealth Management held 33,887 shares of Vanguard Morningstar Small-Cap ETF worth $10.3M as of Q2 2026.
  • Orgel Wealth Management bought 88 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $25.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of Orgel Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Orgel Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Orgel Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $203M in Q2 2022.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.