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

Paulson 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 		$1.53M Sell
5,046
-4
-0.1% -$1.15K 0.32% 37
2026
Q1 		$1.32M Sell
5,050
-218
-4% -$59K 0.31% 35
2025
Q4 		$1.36M Sell
5,268
-766
-13% -$196K 0.31% 37
2025
Q3 		$1.53M Sell
6,034
-211
-3% -$52.3K 0.36% 33
2025
Q2 		$1.48M Buy
6,245
+343
+6% +$76.5K 0.38% 29
2025
Q1 		$1.31M Sell
5,902
-3,237
-35% -$773K 0.37% 31
2024
Q4 		$2.2M Sell
9,139
-2,638
-22% -$649K 0.6% 25
2024
Q3 		$2.79M Sell
11,777
-2,358
-17% -$536K 0.75% 22
2024
Q2 		$3.08M Sell
14,135
-931
-6% -$204K 0.9% 20
2024
Q1 		$3.44M Sell
15,066
-1,179
-7% -$254K 1.01% 18
2023
Q4 		$3.47M Sell
16,245
-189
-1% -$36.4K 1.11% 18
2023
Q3 		$3.11M Sell
16,434
-20
-0.1% -$3.98K 1.09% 18
2023
Q2 		$3.27M Buy
+16,454
New +$3.11M 1.12% 18
2018
Q1 		– Sell
-28
Closed -$4K – 509
2017
Q4 		$4K Buy
+28
New +$4.05K ﹤0.01% 492

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

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

Paulson Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.08% in Q2 2026, selling an estimated $1.15K and leaving 5,046 shares worth $1.53M. The position accounts for 0.32% of the portfolio, ranked #37.

Paulson Wealth Management first reported a position in VB in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.47M in Q4 2023. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Paulson Wealth Management held 5,046 shares of Vanguard Morningstar Small-Cap ETF worth $1.53M as of Q2 2026.
  • Paulson Wealth Management sold 4 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of Paulson Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Paulson Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 14 quarters since.
  • Paulson Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $3.47M in Q4 2023.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.