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SC&H Financial Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

SC&H 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 		$1.46M Sell
4,816
-58
-1% -$16.6K 0.19% 55
2026
Q1 		$1.28M Buy
4,874
+7
+0.1% +$1.89K 0.19% 57
2025
Q4 		$1.26M Buy
4,867
+64
+1% +$16.4K 0.19% 58
2025
Q3 		$1.22M Sell
4,803
-580
-11% -$144K 0.2% 58
2025
Q2 		$1.28M Hold
5,383
– – 0.22% 56
2025
Q1 		$1.19M Buy
5,383
+7
+0.1% +$1.67K 0.23% 54
2024
Q4 		$1.29M Hold
5,376
– – 0.27% 51
2024
Q3 		$1.28M Sell
5,376
-3
-0.1% -$682 0.28% 51
2024
Q2 		$1.17M Buy
5,379
+23
+0.4% +$5.05K 0.29% 51
2024
Q1 		$1.22M Buy
5,356
+98
+2% +$21.1K 0.32% 48
2023
Q4 		$1.12M Buy
5,258
+9
+0.2% +$1.73K 0.32% 49
2023
Q3 		$992K Sell
5,249
-71
-1% -$14.1K 0.33% 54
2023
Q2 		$1.06M Sell
5,320
-43
-0.8% -$8.13K 0.35% 54
2023
Q1 		$1.02M Buy
5,363
+9
+0.2% +$1.75K 0.37% 55
2022
Q4 		$983K Buy
5,354
+13
+0.2% +$2.41K 0.41% 54
2022
Q3 		$913K Buy
5,341
+290
+6% +$54.8K 0.46% 47
2022
Q2 		$890K Buy
5,051
+169
+3% +$32.6K 0.42% 52
2022
Q1 		$1.04M Buy
4,882
+805
+20% +$169K 0.49% 44
2021
Q4 		$921K Buy
+4,077
New +$926K 0.51% 46

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SC&H Financial Advisors's VB Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.2% in Q2 2026, selling an estimated $16.6K and leaving 4,816 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #55.

SC&H Financial Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • SC&H Financial Advisors held 4,816 shares of Vanguard Morningstar Small-Cap ETF worth $1.46M as of Q2 2026.
  • SC&H Financial Advisors sold 58 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $16.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.19% of SC&H Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.