Regal Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Regal Investment 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 Q1	$3.42M	Buy	13,071 +2,754	+27%	+$745K	0.2%	132
2025 Q4	$2.66M	Sell	10,317 -983	-9%	-$252K	0.16%	152
2025 Q3	$2.87M	Sell	11,300 -2,315	-17%	-$574K	0.19%	139
2025 Q2	$3.23M	Buy	13,615 +137	+1%	+$30.6K	0.24%	112
2025 Q1	$2.99M	Sell	13,478 -2,023	-13%	-$483K	0.24%	119
2024 Q4	$3.72M	Sell	15,501 -2,658	-15%	-$654K	0.28%	102
2024 Q3	$4.31M	Buy	18,159 +188	+1%	+$42.7K	0.3%	102
2024 Q2	$3.92M	Buy	17,971 +317	+2%	+$69.6K	0.26%	110
2024 Q1	$4.04M	Buy	17,654 +624	+4%	+$134K	0.28%	106
2023 Q4	$3.63M	Buy	17,030 +665	+4%	+$128K	0.27%	109
2023 Q3	$3.09M	Buy	16,365 +379	+2%	+$75.5K	0.26%	109
2023 Q2	$3.18M	Buy	15,986 +252	+2%	+$47.6K	0.27%	99
2023 Q1	$2.98M	Buy	15,734 +2,431	+18%	+$471K	0.26%	106
2022 Q4	$2.44M	Sell	13,303 -209	-2%	-$38.7K	0.24%	112
2022 Q3	$2.31M	Buy	13,512 +416	+3%	+$78.5K	0.24%	108
2022 Q2	$2.31M	Sell	13,096 -123	-0.9%	-$23.8K	0.24%	110
2022 Q1	$2.81M	Buy	13,219 +177	+1%	+$37.3K	0.26%	102
2021 Q4	$2.95M	Buy	13,042 +529	+4%	+$120K	0.26%	97
2021 Q3	$2.74M	Sell	12,513 -792	-6%	-$176K	0.27%	93
2021 Q2	$3M	Buy	+13,305	New	+$2.95M	0.3%	83
2021 Q1	–	Sell	-15,435	Closed	-$3M	–	405
2020 Q4	$3M	Buy	+15,435	New	+$2.72M	0.34%	78
2020 Q3	–	Sell	-17,825	Closed	-$2.6M	–	277
2020 Q2	$2.6M	Buy	+17,825	New	+$2.39M	0.48%	60
2020 Q1	–	Sell	-15,515	Closed	-$2.57M	–	292
2019 Q4	$2.57M	Sell	15,515 -215	-1%	-$34.2K	0.46%	62
2019 Q3	$2.42M	Sell	15,730 -78	-0.5%	-$12.1K	0.47%	62
2019 Q2	$2.48M	Buy	15,808 +1,044	+7%	+$161K	0.48%	57
2019 Q1	$2.26M	Sell	14,764 -1,662	-10%	-$247K	0.46%	63
2018 Q4	$2.17M	Buy	16,426 +1,578	+11%	+$230K	0.48%	60
2018 Q3	$2.41M	Buy	14,848 +6,258	+73%	+$1.01M	0.51%	53
2018 Q2	$1.34M	Sell	8,590 -6,197	-42%	-$948K	0.41%	90
2018 Q1	$2.17M	Buy	14,787 +3,226	+28%	+$482K	0.48%	60
2017 Q4	$1.71M	Buy	11,561 +273	+2%	+$39.5K	0.38%	91
2017 Q3	$1.59M	Buy	11,288 +1,597	+16%	+$218K	0.37%	90
2017 Q2	$1.31M	Buy	9,691 +1,289	+15%	+$173K	0.33%	96
2017 Q1	$1.12M	Buy	8,402 +714	+9%	+$94.5K	0.29%	101
2016 Q4	$991K	Sell	7,688 -244	-3%	-$30.3K	0.27%	108
2016 Q3	$969K	Buy	7,932 +67	+0.9%	+$8.1K	0.27%	105
2016 Q2	$910K	Sell	7,865 -2,082	-21%	-$236K	0.25%	111
2016 Q1	$1.11M	Buy	9,947 +499	+5%	+$51.7K	0.3%	97
2015 Q4	$1.04M	Sell	9,448 -497	-5%	-$56.3K	0.27%	105
2015 Q3	$1.07M	Sell	9,945 -375	-4%	-$43.9K	0.28%	100
2015 Q2	$1.25M	Sell	10,320 -337	-3%	-$41.4K	0.34%	91
2015 Q1	$1.31M	Sell	10,657 -58	-0.5%	-$6.87K	0.32%	92
2014 Q4	$1.25M	Sell	10,715 -679	-6%	-$77.3K	0.34%	89
2014 Q3	$1.26M	Sell	11,394 -132	-1%	-$15.1K	0.38%	78
2014 Q2	$1.35M	Sell	11,526 -485	-4%	-$54.3K	0.48%	73
2014 Q1	$1.36M	Sell	12,011 -908	-7%	-$101K	0.57%	68
2013 Q4	$1.42M	Sell	12,919 -873	-6%	-$92.9K	0.81%	42
2013 Q3	$1.41M	Buy	13,792 +142	+1%	+$14.2K	0.83%	28
2013 Q2	$1.28M	Buy	+13,650	New	+$1.26M	0.71%	32

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Regal Investment Advisors's VB Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 27% in Q1 2026, buying an estimated $745K and bringing the position to 13,071 shares worth $3.42M. The position accounts for 0.2% of the portfolio, ranked #132.

Regal Investment Advisors first reported a position in VB in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.31M in Q3 2024. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Regal Investment Advisors held 13,071 shares of Vanguard Morningstar Small-Cap ETF worth $3.42M as of Q1 2026.
Regal Investment Advisors bought 2,754 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $745K.
Vanguard Morningstar Small-Cap ETF made up 0.2% of Regal Investment Advisors's portfolio in Q1 2026, its #132 holding.
Regal Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 49 quarters since.
Regal Investment Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $4.31M in Q3 2024.
2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.