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
2023 Q1	–	Sell	-398	Closed	-$73K	–	487
2022 Q4	$73K	Hold	398	–	–	0.06%	136
2022 Q3	$68K	Hold	398	–	–	0.06%	139
2022 Q2	$70K	Buy	+398	New	+$76.9K	0.06%	140
2022 Q1	–	Sell	-386	Closed	-$87K	–	506
2021 Q4	$87K	Buy	+386	New	+$87.7K	0.07%	144

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 22.96% 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

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. 2,480 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.
2,480 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.