Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.12M | Sell |
8,085
-62
| -0.8% | -$16.8K | 0.23% | 49 |
|
|
2025
Q4 | $2.1M | Buy |
8,147
+176
| +2% | +$45.1K | 0.24% | 51 |
|
|
2025
Q3 | $2.03M | Sell |
7,971
-261
| -3% | -$64.7K | 0.24% | 50 |
|
|
2025
Q2 | $1.95M | Buy |
8,232
+5,926
| +257% | +$1.32M | 0.29% | 48 |
|
|
2025
Q1 | $511K | Hold |
2,306
| – | – | 0.09% | 86 |
|
|
2024
Q4 | $554K | Sell |
2,306
-179
| -7% | -$44K | 0.1% | 82 |
|
|
2024
Q3 | $589K | Sell |
2,485
-98
| -4% | -$22.3K | 0.12% | 73 |
|
|
2024
Q2 | $563K | Sell |
2,583
-513
| -17% | -$113K | 0.13% | 69 |
|
|
2024
Q1 | $708K | Buy |
3,096
+246
| +9% | +$52.9K | 0.16% | 61 |
|
|
2023
Q4 | $608K | Buy |
2,850
+335
| +13% | +$64.5K | 0.16% | 58 |
|
|
2023
Q3 | $476K | Sell |
2,515
-720
| -22% | -$143K | 0.11% | 60 |
|
|
2023
Q2 | $643K | Sell |
3,235
-451
| -12% | -$85.2K | 0.15% | 53 |
|
|
2023
Q1 | $699K | Sell |
3,686
-194
| -5% | -$37.6K | 0.14% | 54 |
|
|
2022
Q4 | $712K | Buy |
3,880
+461
| +13% | +$85.4K | 0.16% | 51 |
|
|
2022
Q3 | $584K | Hold |
3,419
| – | – | 0.17% | 55 |
|
|
2022
Q2 | $602K | Buy |
3,419
+54
| +2% | +$10.4K | 0.17% | 63 |
|
|
2022
Q1 | $715K | Hold |
3,365
| – | – | 0.18% | 58 |
|
|
2021
Q4 | $761K | Sell |
3,365
-1,390
| -29% | -$316K | 0.18% | 63 |
|
|
2021
Q3 | $1.04M | Buy |
4,755
+484
| +11% | +$108K | 0.27% | 40 |
|
|
2021
Q2 | $962K | Sell |
4,271
-98
| -2% | -$21.7K | 0.25% | 40 |
|
|
2021
Q1 | $935K | Sell |
4,369
-63
| -1% | -$13.3K | 0.23% | 38 |
|
|
2020
Q4 | $863K | Hold |
4,432
| – | – | 0.24% | 35 |
|
|
2020
Q3 | $682K | Buy |
4,432
+74
| +2% | +$11.4K | 0.23% | 38 |
|
|
2020
Q2 | $635K | Sell |
4,358
-200
| -4% | -$26.9K | 0.22% | 39 |
|
|
2020
Q1 | $526K | Buy |
4,558
+9
| +0.2% | +$1.35K | 0.19% | 43 |
|
|
2019
Q4 | $753K | Sell |
4,549
-1
| -0% | -$159 | 0.22% | 32 |
|
|
2019
Q3 | $700K | Sell |
4,550
-45
| -1% | -$6.98K | 0.22% | 32 |
|
|
2019
Q2 | $720K | Sell |
4,595
-144
| -3% | -$22.3K | 0.25% | 33 |
|
|
2019
Q1 | $724K | Buy |
4,739
+267
| +6% | +$39.7K | 0.27% | 31 |
|
|
2018
Q4 | $590K | Hold |
4,472
| – | – | 0.26% | 28 |
|
|
2018
Q3 | $727K | Sell |
4,472
-24
| -0.5% | -$3.88K | 0.46% | 21 |
|
|
2018
Q2 | $700K | Sell |
4,496
-37
| -0.8% | -$5.66K | 0.46% | 20 |
|
|
2018
Q1 | $666K | Sell |
4,533
-430
| -9% | -$64.2K | 0.38% | 20 |
|
|
2017
Q4 | $734K | Sell |
4,963
-31
| -0.6% | -$4.48K | 0.42% | 18 |
|
|
2017
Q3 | $706K | Sell |
4,994
-20
| -0.4% | -$2.73K | 0.46% | 17 |
|
|
2017
Q2 | $680K | Hold |
5,014
| – | – | 0.45% | 18 |
|
|
2017
Q1 | $668K | Buy |
5,014
+709
| +16% | +$93.8K | 0.46% | 18 |
|
|
2016
Q4 | $555K | Sell |
4,305
-2,458
| -36% | -$305K | 0.38% | 17 |
|
|
2016
Q3 | $826K | Sell |
6,763
-258
| -4% | -$31.2K | 0.53% | 13 |
|
|
2016
Q2 | $812K | Buy |
7,021
+53
| +0.8% | +$6.02K | 0.55% | 12 |
|
|
2016
Q1 | $777K | Buy |
6,968
+649
| +10% | +$67.2K | 0.54% | 12 |
|
|
2015
Q4 | $699K | Buy |
+6,319
| New | +$716K | 0.81% | 14 |
|
Other funds holding VB
Schneider Downs Wealth Management Advisors's VB Position: Q1 2026 in Review
Schneider Downs Wealth Management Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.76% in Q1 2026, selling an estimated $16.8K and leaving 8,085 shares worth $2.12M. The position accounts for 0.23% of the portfolio, ranked #49.
Schneider Downs Wealth Management Advisors first reported a position in VB in Q4 2015 and has held it in 42 quarters since. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.
- Schneider Downs Wealth Management Advisors held 8,085 shares of Vanguard Morningstar Small-Cap ETF worth $2.12M as of Q1 2026.
- Schneider Downs Wealth Management Advisors sold 62 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $16.8K.
- Vanguard Morningstar Small-Cap ETF made up 0.23% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #49 holding.
- Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.