Savvy Advisors Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Savvy Advisors Inc’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	$17.4M	Buy	57,241 +935	+2%	+$268K	0.37%	53
2026 Q1	$14.7M	Buy	56,306 +3,696	+7%	+$1M	0.39%	54
2025 Q4	$13.6M	Buy	52,610 +6,926	+15%	+$1.77M	0.44%	48
2025 Q3	$11.6M	Buy	45,684 +22,989	+101%	+$5.7M	0.53%	41
2025 Q2	$5.38M	Sell	22,695 -324	-1%	-$72.3K	0.36%	49
2025 Q1	$5.1M	Buy	23,019 +1,631	+8%	+$390K	0.51%	36
2024 Q4	$5.14M	Buy	21,388 +13,135	+159%	+$3.23M	0.62%	29
2024 Q3	$1.96M	Sell	8,253 -3,363	-29%	-$764K	0.4%	51
2024 Q2	$2.53M	Buy	11,616 +9,951	+598%	+$2.19M	0.83%	21
2024 Q1	$381K	Sell	1,665 -138	-8%	-$29.7K	0.22%	127
2023 Q4	$385K	Buy	+1,803	New	+$347K	0.37%	81

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

Savvy Advisors Inc's VB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.7% in Q2 2026, buying an estimated $268K and bringing the position to 57,241 shares worth $17.4M. The position accounts for 0.37% of the portfolio, ranked #53.

Savvy Advisors Inc first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Savvy Advisors Inc held 57,241 shares of Vanguard Morningstar Small-Cap ETF worth $17.4M as of Q2 2026.
Savvy Advisors Inc bought 935 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $268K.
Vanguard Morningstar Small-Cap ETF made up 0.37% of Savvy Advisors Inc's portfolio in Q2 2026, its #53 holding.
Savvy Advisors Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.