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

Private Wealth Management 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
2026 Q2	$65.8K	Sell	217 -26	-11%	-$7.45K	0.02%	207
2026 Q1	$63.6K	Hold	243	–	–	0.02%	164
2025 Q4	$62.7K	Sell	243 -237	-49%	-$60.7K	0.02%	168
2025 Q3	$122K	Hold	480	–	–	0.03%	109
2025 Q2	$114K	Hold	480	–	–	0.04%	110
2025 Q1	$106K	Hold	480	–	–	0.04%	111
2024 Q4	$115K	Hold	480	–	–	0.04%	107
2024 Q3	$114K	Hold	480	–	–	0.05%	99
2024 Q2	$105K	Hold	480	–	–	0.05%	103
2024 Q1	$110K	Hold	480	–	–	0.05%	95
2023 Q4	$102K	Buy	+480	New	+$92.5K	0.05%	97

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

Private Wealth Management Group's VB Position: Q2 2026 in Review

Private Wealth Management Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, selling an estimated $7.45K and leaving 217 shares worth $65.8K. The position accounts for 0.02% of the portfolio, ranked #207.

Private Wealth Management Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. The position peaked at $122K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Private Wealth Management Group held 217 shares of Vanguard Morningstar Small-Cap ETF worth $65.8K as of Q2 2026.
Private Wealth Management Group sold 26 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $7.45K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #207 holding.
Private Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Vanguard Morningstar Small-Cap ETF position peaked at $122K in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.