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Parker Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Parker Financial’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 		$3.16M Sell
10,409
-600
-5% -$172K 1.15% 14
2026
Q1 		$2.88M Buy
11,009
+181
+2% +$49K 1.15% 14
2025
Q4 		$2.79M Buy
10,828
+74
+0.7% +$19K 1.13% 14
2025
Q3 		$2.73M Sell
10,754
-231
-2% -$57.3K 1.12% 14
2025
Q2 		$2.6M Sell
10,985
-821
-7% -$183K 1.12% 14
2025
Q1 		$2.62M Sell
11,806
-1,209
-9% -$289K 1.26% 14
2024
Q4 		$3.21M Sell
13,015
-3,447
-21% -$848K 1.58% 14
2024
Q3 		$3.93M Sell
16,462
-4,684
-22% -$1.06M 1.97% 13
2024
Q2 		$4.6M Sell
21,146
-2,786
-12% -$612K 2.51% 11
2024
Q1 		$5.47M Sell
23,932
-706
-3% -$152K 3.12% 10
2023
Q4 		$5.26M Sell
24,638
-814
-3% -$157K 3.27% 8
2023
Q3 		$4.81M Buy
25,452
+251
+1% +$50K 3.36% 7
2023
Q2 		$5.01M Buy
25,201
+476
+2% +$89.9K 3.63% 7
2023
Q1 		$4.69M Buy
24,725
+355
+1% +$68.8K 3.69% 7
2022
Q4 		$4.47M Buy
+24,370
New +$4.52M 3.8% 7

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

Parker Financial's VB Position: Q2 2026 in Review

Parker Financial reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q2 2026, selling an estimated $172K and leaving 10,409 shares worth $3.16M. The position accounts for 1.15% of the portfolio, ranked #14.

Parker Financial first reported a position in VB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.47M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Parker Financial held 10,409 shares of Vanguard Morningstar Small-Cap ETF worth $3.16M as of Q2 2026.
  • Parker Financial sold 600 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $172K.
  • Vanguard Morningstar Small-Cap ETF made up 1.15% of Parker Financial's portfolio in Q2 2026, its #14 holding.
  • Parker Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Parker Financial's Vanguard Morningstar Small-Cap ETF position peaked at $5.47M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.