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Proactive Wealth Strategies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Proactive Wealth Strategies’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 		$425K Sell
1,400
-32
-2% -$9.17K 0.07% 160
2026
Q1 		$375K Buy
+1,432
New +$388K 0.07% 161

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Proactive Wealth Strategies's VB Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.2% in Q2 2026, selling an estimated $9.17K and leaving 1,400 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #160.

Proactive Wealth Strategies first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 1,881 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Proactive Wealth Strategies held 1,400 shares of Vanguard Morningstar Small-Cap ETF worth $425K as of Q2 2026.
  • Proactive Wealth Strategies sold 32 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.17K.
  • Vanguard Morningstar Small-Cap ETF made up 0.07% of Proactive Wealth Strategies's portfolio in Q2 2026, its #160 holding.
  • Proactive Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,881 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.