PAG
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Paladin Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Paladin Advisory Group’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 		$122K Sell
401
-20
-5% -$5.73K 0.08% 107
2026
Q1 		$110K Sell
421
-44
-9% -$11.9K 0.08% 115
2025
Q4 		$120K Sell
465
-111
-19% -$28.4K 0.09% 112
2025
Q3 		$146K Buy
576
+260
+82% +$64.5K 0.11% 93
2025
Q2 		$74.9K Buy
316
+35
+12% +$7.81K 0.06% 128
2025
Q1 		$62.3K Sell
281
-74
-21% -$17.7K 0.05% 135
2024
Q4 		$85.3K Hold
355
– – 0.07% 123
2024
Q3 		$84.2K Hold
355
– – 0.06% 124
2024
Q2 		$76.8K Hold
355
– – 0.06% 123
2024
Q1 		$80.5K Hold
355
– – 0.06% 122
2023
Q4 		$75.7K Hold
355
– – 0.06% 124
2023
Q3 		$67.1K Sell
355
-43
-11% -$8.57K 0.06% 133
2023
Q2 		$79.2K Hold
398
– – 0.06% 133
2023
Q1 		$75.4K Buy
+398
New +$77.2K 0.06% 135
2022
Q2 		– Sell
-341
Closed -$65.8K – 506
2022
Q1 		$73K Buy
+341
New +$71.8K 0.06% 146

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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

Paladin Advisory Group's VB Position: Q2 2026 in Review

Paladin Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.8% in Q2 2026, selling an estimated $5.73K and leaving 401 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #107.

Paladin Advisory Group first reported a position in VB in Q1 2022 and has held it in 15 quarters since. The position peaked at $146K in Q3 2025. 1,266 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Paladin Advisory Group held 401 shares of Vanguard Morningstar Small-Cap ETF worth $122K as of Q2 2026.
  • Paladin Advisory Group sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of Paladin Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Paladin Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $146K in Q3 2025.
  • 1,266 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.