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Register Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Register Financial 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 		$550K Buy
1,815
+350
+24% +$100K 0.17% 134
2026
Q1 		$384K Buy
1,465
+225
+18% +$60.9K 0.14% 145
2025
Q4 		$320K Buy
1,240
+275
+28% +$70.5K 0.12% 154
2025
Q3 		$245K Buy
965
+36
+4% +$8.93K 0.1% 176
2025
Q2 		$220K Sell
929
-75
-7% -$16.7K 0.1% 176
2025
Q1 		$223K Buy
1,004
+109
+12% +$26K 0.12% 164
2024
Q4 		$215K Buy
895
+65
+8% +$16K 0.11% 165
2024
Q3 		$197K Buy
830
+50
+6% +$11.4K 0.1% 170
2024
Q2 		$170K Buy
780
+45
+6% +$9.88K 0.09% 181
2024
Q1 		$168K Buy
735
+340
+86% +$73.1K 0.09% 185
2023
Q4 		$84.3K Sell
395
-65
-14% -$12.5K 0.06% 196
2023
Q3 		$87K Buy
460
+110
+31% +$21.9K 0.06% 210
2023
Q2 		$69.6K Buy
350
+185
+112% +$35K 0.05% 233
2023
Q1 		$31.3K Buy
+165
New +$32K 0.02% 289

Other funds holding VB

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Register Financial Advisors's VB Position: Q2 2026 in Review

Register Financial Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 24% in Q2 2026, buying an estimated $100K and bringing the position to 1,815 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #134.

Register Financial Advisors first reported a position in VB in Q1 2023 and has held it in 14 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Register Financial Advisors held 1,815 shares of Vanguard Morningstar Small-Cap ETF worth $550K as of Q2 2026.
  • Register Financial Advisors bought 350 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $100K.
  • Vanguard Morningstar Small-Cap ETF made up 0.17% of Register Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • Register Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.