Searcy Financial Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Searcy Financial Services’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	$33.1M	Sell	109,328 -2,001	-2%	-$573K	11.11%	1
2026 Q1	$29.2M	Buy	111,329 +2,068	+2%	+$560K	10.81%	3
2025 Q4	$28.2M	Buy	109,261 +1,529	+1%	+$392K	10.45%	3
2025 Q3	$27.4M	Buy	107,732 +543	+0.5%	+$135K	10.41%	3
2025 Q2	$25.4M	Buy	+107,189	New	+$23.9M	10.33%	4

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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 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

Searcy Financial Services's VB Position: Q2 2026 in Review

Searcy Financial Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $573K and leaving 109,328 shares worth $33.1M. The position accounts for 11.11% of the portfolio, ranked #1.

Searcy Financial Services first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Searcy Financial Services held 109,328 shares of Vanguard Morningstar Small-Cap ETF worth $33.1M as of Q2 2026.
Searcy Financial Services sold 2,001 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $573K.
Vanguard Morningstar Small-Cap ETF made up 11.11% of Searcy Financial Services's portfolio in Q2 2026, its #1 holding.
Searcy Financial Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.