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Physician Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Physician Wealth Advisors’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 		$594K Buy
1,960
+91
+5% +$26.1K 0.07% 106
2026
Q1 		$490K Hold
1,869
– – 0.07% 108
2025
Q4 		$482K Sell
1,869
-214
-10% -$54.8K 0.07% 105
2025
Q3 		$530K Sell
2,083
-26
-1% -$6.45K 0.08% 101
2025
Q2 		$500K Sell
2,109
-50
-2% -$11.2K 0.08% 98
2025
Q1 		$479K Hold
2,159
– – 0.08% 96
2024
Q4 		$519K Buy
2,159
+644
+43% +$158K 0.09% 95
2024
Q3 		$364K Buy
+1,515
New +$344K 0.07% 118
2021
Q4 		– Sell
-890
Closed -$202K – 166
2021
Q3 		$202K Sell
890
-229
-20% -$50.9K 0.06% 156
2021
Q2 		$245K Sell
1,119
-54
-5% -$12K 0.07% 132
2021
Q1 		$256K Hold
1,173
– – 0.08% 125
2020
Q4 		$249K Sell
1,173
-306
-21% -$54K 0.08% 119
2020
Q3 		$236K Sell
1,479
-33
-2% -$5.07K 0.09% 114
2020
Q2 		$240K Buy
+1,512
New +$203K 0.1% 116
2020
Q1 		– Sell
-1,210
Closed -$202K – 127
2019
Q4 		$202K Buy
+1,210
New +$193K 0.09% 114

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

Physician Wealth Advisors's VB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.9% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,960 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #106.

Physician Wealth Advisors first reported a position in VB in Q4 2019 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Physician Wealth Advisors held 1,960 shares of Vanguard Morningstar Small-Cap ETF worth $594K as of Q2 2026.
  • Physician Wealth Advisors bought 91 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Physician Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Physician Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2019 and has held it in 15 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.