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Resonant Capital Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Resonant Capital 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 		$396K Buy
1,307
+5
+0.4% +$1.43K 0.02% 351
2026
Q1 		$341K Hold
1,302
– – 0.02% 355
2025
Q4 		$336K Hold
1,302
– – 0.02% 317
2025
Q3 		$332K Hold
1,302
– – 0.02% 310
2025
Q2 		$310K Hold
1,302
– – 0.02% 321
2025
Q1 		$289K Hold
1,302
– – 0.02% 296
2024
Q4 		$313K Hold
1,302
– – 0.02% 266
2024
Q3 		$310K Sell
1,302
-27
-2% -$6.13K 0.02% 278
2024
Q2 		$291K Buy
1,329
+27
+2% +$5.93K 0.02% 274
2024
Q1 		$298K Hold
1,302
– – 0.03% 271
2023
Q4 		$278K Buy
+1,302
New +$251K 0.03% 247

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

Resonant Capital Advisors's VB Position: Q2 2026 in Review

Resonant Capital Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.38% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,307 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #351.

Resonant Capital Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Resonant Capital Advisors held 1,307 shares of Vanguard Morningstar Small-Cap ETF worth $396K as of Q2 2026.
  • Resonant Capital Advisors bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #351 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.