Secure Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Secure Asset Management’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	$1.91M	Buy	6,315 +237	+4%	+$67.9K	0.27%	99
2026 Q1	$1.59M	Buy	6,078 +2,450	+68%	+$663K	0.25%	102
2025 Q4	$936K	Sell	3,628 -1,312	-27%	-$336K	0.15%	134
2025 Q3	$1.26M	Sell	4,940 -957	-16%	-$237K	0.21%	113
2025 Q2	$1.4M	Buy	5,897 +3,082	+109%	+$688K	0.26%	100
2025 Q1	$624K	Sell	2,815 -677	-19%	-$162K	0.13%	155
2024 Q4	$839K	Buy	3,492 +34	+1%	+$8.37K	0.13%	142
2024 Q3	$820K	Buy	3,458 +37	+1%	+$8.41K	0.14%	147
2024 Q2	$746K	Sell	3,421 -5,328	-61%	-$1.17M	0.14%	138
2024 Q1	$2M	Buy	8,749 +479	+6%	+$103K	0.47%	47
2023 Q4	$1.76M	Buy	8,270 +666	+9%	+$128K	0.47%	49
2023 Q3	$1.44M	Buy	7,604 +433	+6%	+$86.3K	0.43%	50
2023 Q2	$1.43M	Buy	+7,171	New	+$1.36M	0.43%	63
2021 Q3	–	Sell	-3,520	Closed	-$793K	–	196
2021 Q2	$793K	Buy	3,520 +260	+8%	+$57.6K	0.4%	41
2021 Q1	$698K	Sell	3,260 -663	-17%	-$140K	0.39%	49
2020 Q4	$764K	Buy	3,923 +75	+2%	+$13.2K	0.45%	47
2020 Q3	$592K	Buy	3,848 +306	+9%	+$47K	0.41%	56
2020 Q2	$516K	Buy	+3,542	New	+$476K	0.36%	76

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

Secure Asset Management's VB Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.9% in Q2 2026, buying an estimated $67.9K and bringing the position to 6,315 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #99.

Secure Asset Management first reported a position in VB in Q2 2020 and has held it in 18 quarters since. The position peaked at $2M in Q1 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Secure Asset Management held 6,315 shares of Vanguard Morningstar Small-Cap ETF worth $1.91M as of Q2 2026.
Secure Asset Management bought 237 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $67.9K.
Vanguard Morningstar Small-Cap ETF made up 0.27% of Secure Asset Management's portfolio in Q2 2026, its #99 holding.
Secure Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 18 quarters since.
Secure Asset Management's Vanguard Morningstar Small-Cap ETF position peaked at $2M in Q1 2024.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.