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

Outlook 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 		$838K Buy
2,765
+23
+0.8% +$6.59K 0.18% 119
2026
Q1 		$718K Sell
2,742
-59
-2% -$16K 0.17% 127
2025
Q4 		$723K Buy
2,801
+197
+8% +$50.5K 0.16% 122
2025
Q3 		$662K Buy
2,604
+52
+2% +$12.9K 0.17% 130
2025
Q2 		$605K Hold
2,552
– – 0.16% 128
2025
Q1 		$566K Buy
2,552
+16
+0.6% +$3.82K 0.16% 127
2024
Q4 		$609K Buy
2,536
+14
+0.6% +$3.44K 0.18% 118
2024
Q3 		$598K Buy
2,522
+34
+1% +$7.73K 0.17% 118
2024
Q2 		$1.62M Hold
2,488
– – 0.5% 38
2024
Q1 		$569K Sell
2,488
-454
-15% -$97.7K 0.18% 123
2023
Q4 		$628K Sell
2,942
-7
-0.2% -$1.35K 0.22% 98
2023
Q3 		$558K Sell
2,949
-16
-0.5% -$3.19K 0.21% 117
2023
Q2 		$590K Buy
+2,965
New +$560K 0.22% 114
2022
Q4 		– Sell
-5,897
Closed -$1.01M – 200
2022
Q3 		$1.01M Sell
5,897
-243
-4% -$45.9K 0.45% 52
2022
Q2 		$1.08M Sell
6,140
-1,060
-15% -$205K 0.44% 58
2022
Q1 		$1.53M Buy
7,200
+103
+1% +$21.7K 0.51% 41
2021
Q4 		$1.6M Buy
7,097
+528
+8% +$120K 0.47% 46
2021
Q3 		$1.44M Sell
6,569
-30
-0.5% -$6.67K 0.47% 56
2021
Q2 		$1.49M Buy
6,599
+546
+9% +$121K 0.48% 57
2021
Q1 		$1.3M Buy
6,053
+1,815
+43% +$382K 0.45% 58
2020
Q4 		$825K Buy
4,238
+971
+30% +$171K 0.3% 80
2020
Q3 		$502K Sell
3,267
-29
-0.9% -$4.45K 0.2% 112
2020
Q2 		$480K Sell
3,296
-642
-16% -$86.2K 0.2% 99
2020
Q1 		$455K Buy
3,938
+36
+0.9% +$5.41K 0.26% 82
2019
Q4 		$646K Sell
3,902
-249
-6% -$39.7K 0.36% 51
2019
Q3 		$639K Sell
4,151
-22
-0.5% -$3.41K 0.38% 55
2019
Q2 		$654K Buy
4,173
+522
+14% +$80.7K 0.43% 59
2019
Q1 		$558K Buy
+3,651
New +$543K 0.46% 59

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

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

Outlook Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.84% in Q2 2026, buying an estimated $6.59K and bringing the position to 2,765 shares worth $838K. The position accounts for 0.18% of the portfolio, ranked #119.

Outlook Wealth Advisors first reported a position in VB in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.62M in Q2 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Outlook Wealth Advisors held 2,765 shares of Vanguard Morningstar Small-Cap ETF worth $838K as of Q2 2026.
  • Outlook Wealth Advisors bought 23 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Morningstar Small-Cap ETF made up 0.18% of Outlook Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Outlook Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $1.62M in Q2 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.