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Petix & Botte Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Petix & Botte 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 		$4.01M Buy
13,237
+6,558
+98% +$1.88M 0.81% 30
2026
Q1 		$3.5M Sell
6,679
-7,589
-53% -$2.05M 0.78% 32
2025
Q4 		$3.68M Buy
14,268
+53
+0.4% +$13.6K 0.83% 30
2025
Q3 		$3.61M Buy
14,215
+7
+0% +$1.74K 0.83% 32
2025
Q2 		$3.37M Sell
14,208
-262
-2% -$58.5K 0.83% 34
2025
Q1 		$3.21M Sell
14,470
-32
-0.2% -$7.64K 0.85% 33
2024
Q4 		$3.48M Sell
14,502
-31
-0.2% -$7.63K 0.92% 31
2024
Q3 		$3.45M Sell
14,533
-85
-0.6% -$19.3K 0.92% 23
2024
Q2 		$3.19M Sell
14,618
-12,003
-45% -$2.64M 0.9% 23
2024
Q1 		$6.08M Buy
26,621
+11,985
+82% +$2.58M 1.51% 20
2023
Q4 		$3.12M Sell
14,636
-69
-0.5% -$13.3K 0.92% 23
2023
Q3 		$2.78M Sell
14,705
-100
-0.7% -$19.9K 0.88% 24
2023
Q2 		$2.94M Buy
14,805
+6,911
+88% +$1.31M 0.91% 24
2023
Q1 		$1.5M Buy
+7,894
New +$1.53M 1.01% 23
2022
Q3 		$1.42M Sell
8,286
-627
-7% -$118K 1.08% 23
2022
Q2 		$1.57M Sell
8,913
-8,979
-50% -$1.73M 1.16% 23
2022
Q1 		$3.8M Buy
17,892
+8,364
+88% +$1.76M 1.17% 23
2021
Q4 		$2.15M Sell
9,528
-12,139
-56% -$2.76M 1.37% 22
2021
Q3 		$4.74M Buy
21,667
+9,516
+78% +$2.12M 1.61% 16
2021
Q2 		$2.74M Sell
12,151
-486
-4% -$108K 1.91% 15
2021
Q1 		$2.71M Sell
12,637
-349
-3% -$73.5K 2% 15
2020
Q4 		$2.53M Sell
12,986
-990
-7% -$175K 1.89% 15
2020
Q3 		$2.16M Sell
13,976
-14,104
-50% -$2.17M 1.72% 17
2020
Q2 		$2.05M Buy
28,080
+13,396
+91% +$1.8M 1.69% 19
2020
Q1 		$1.7M Sell
14,684
-1,160
-7% -$174K 1.65% 19
2019
Q4 		$2.62M Buy
+15,844
New +$2.52M 2.06% 17

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

Petix & Botte Financial's VB Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 98% in Q2 2026, buying an estimated $1.88M and bringing the position to 13,237 shares worth $4.01M. The position accounts for 0.81% of the portfolio, ranked #30.

Petix & Botte Financial first reported a position in VB in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.08M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Petix & Botte Financial held 13,237 shares of Vanguard Morningstar Small-Cap ETF worth $4.01M as of Q2 2026.
  • Petix & Botte Financial bought 6,558 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.88M.
  • Vanguard Morningstar Small-Cap ETF made up 0.81% of Petix & Botte Financial's portfolio in Q2 2026, its #30 holding.
  • Petix & Botte Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's Vanguard Morningstar Small-Cap ETF position peaked at $6.08M in Q1 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.